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 | $39,869 | $78,428-49.2% | $95,960-58.5% | $79,852-50.1% |
| Participation rate | 23.6% | 73.5%-49.9pp | 77.1%-53.5pp | 69.6%-46.0pp |
| Annual return | 7.20% | 19.37%-12.2pp | 91.63%-84.4pp | 31.72%-24.5pp |
| Employer contribution / active EE | $782 | $1,945-59.8% | $2,541-69.2% | $2,471-68.3% |
| Participant deferral / active EE | $1,551 | $3,440-54.9% | $4,167-62.8% | $3,740-58.5% |
| Admin fee / account holder | $1,643 | $5,622-70.8% | $6,797-75.8% | $5,306-69.0% |