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 | $38,368 | $85,766-55.3% | $136,297-71.8% | $70,131-45.3% |
| Participation rate | 51.3% | 74.2%-22.9pp | 81.9%-30.6pp | 69.5%-18.3pp |
| Annual return | 13.25% | 31.45%-18.2pp | 5156.16%-5142.9pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,857 | $2,966-37.4% | $4,696-60.4% | $2,342-20.7% |
| Participant deferral / active EE | $1,350 | $5,051-73.3% | $6,247-78.4% | $3,332-59.5% |
| Admin fee / account holder | $1,331 | $5,420-75.4% | $9,244-85.6% | $4,645-71.3% |