Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,535 | $65,034-39.2% | $90,970-56.5% | $79,856-50.5% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 3.86% | 30.45%-26.6pp | 134.60%-130.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $598 | $1,247-52.0% | $2,122-71.8% | $2,471-75.8% |
| Participant deferral / active EE | $617 | $2,512-75.4% | $3,373-81.7% | $3,741-83.5% |
| Admin fee / account holder | $3,237 | $4,536-28.6% | $5,961-45.7% | $5,306-39.0% |