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 | $62,826 | $78,707-20.2% | $117,861-46.7% | $70,126-10.4% |
| Participation rate | 64.0% | 73.2%-9.2pp | 79.7%-15.7pp | 69.5%-5.5pp |
| Annual return | 11.20% | 23.30%-12.1pp | 335.11%-323.9pp | 73.15%-61.9pp |
| Employer contribution / active EE | $720 | $2,223-67.6% | $3,786-81.0% | $2,343-69.3% |
| Participant deferral / active EE | $1,359 | $3,297-58.8% | $4,482-69.7% | $3,332-59.2% |
| Admin fee / account holder | $1,322 | $5,066-73.9% | $8,021-83.5% | $4,645-71.6% |