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 | $57,114 | $78,520-27.3% | $96,576-40.9% | $82,448-30.7% |
| Participation rate | 32.4% | 77.7%-45.3pp | 81.4%-49.0pp | 68.1%-35.7pp |
| Annual return | 13.75% | 41.30%-27.6pp | 38.47%-24.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $50 | $2,630-98.1% | $3,553-98.6% | $2,551-98.0% |
| Participant deferral / active EE | $1,750 | $6,754-74.1% | $7,956-78.0% | $4,139-57.7% |
| Admin fee / account holder | $33,319 | $13,455+147.6% | $11,381+192.8% | $7,234+360.6% |