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 | $51,889 | $118,877-56.4% | $96,570-46.3% | $167,536-69.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 2.24% | 50.50%-48.3pp | 37.79%-35.6pp | 478.82%-476.6pp |
| Employer contribution / active EE | $500 | $3,121-84.0% | $2,357-78.8% | $4,839-89.7% |
| Participant deferral / active EE | $617 | $4,617-86.6% | $3,849-84.0% | $6,342-90.3% |
| Admin fee / account holder | $1,280 | $8,069-84.1% | $6,182-79.3% | $12,315-89.6% |