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 | $53,696 | $89,367-39.9% | $141,191-62.0% | $72,975-26.4% |
| Participation rate | 44.9% | 75.1%-30.3pp | 82.5%-37.6pp | 69.5%-24.6pp |
| Annual return | 18.26% | 111.87%-93.6pp | 71.41%-53.2pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,448 | $3,115-53.5% | $4,736-69.4% | $2,440-40.7% |
| Participant deferral / active EE | $1,085 | $5,419-80.0% | $6,710-83.8% | $3,608-69.9% |
| Admin fee / account holder | $5,393 | $5,957-9.5% | $10,264-47.5% | $5,124+5.3% |