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 | $54,034 | $211,224-74.4% | $178,505-69.7% | $145,897-63.0% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 7.55% | 30.28%-22.7pp | 27.16%-19.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $928 | $4,577-79.7% | $3,955-76.5% | $4,663-80.1% |
| Participant deferral / active EE | $1,226 | $6,966-82.4% | $6,280-80.5% | $6,689-81.7% |
| Admin fee / account holder | $849 | $12,109-93.0% | $10,428-91.9% | $13,390-93.7% |