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 | $36,892 | $69,977-47.3% | $108,582-66.0% | $62,881-41.3% |
| Participation rate | 69.0% | 72.9%-3.9pp | 79.6%-10.6pp | 69.3%-0.3pp |
| Annual return | 4.41% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $809 | $2,135-62.1% | $3,758-78.5% | $2,281-64.5% |
| Participant deferral / active EE | $1,037 | $3,165-67.2% | $4,311-75.9% | $3,203-67.6% |
| Admin fee / account holder | $3,092 | $5,076-39.1% | $7,645-59.6% | $4,296-28.0% |