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 | $42,450 | $67,602-37.2% | $82,312-48.4% | $70,126-39.5% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.3pp | 69.5%-1.0pp |
| Annual return | 9.92% | 21.57%-11.6pp | 25.88%-16.0pp | 73.15%-63.2pp |
| Employer contribution / active EE | $938 | $1,755-46.6% | $2,428-61.4% | $2,343-60.0% |
| Participant deferral / active EE | $1,103 | $2,987-63.1% | $3,706-70.2% | $3,332-66.9% |
| Admin fee / account holder | $10,541 | $4,512+133.7% | $5,608+88.0% | $4,645+126.9% |