Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,868 | $102,422-62.1% | $147,117-73.6% | $80,959-52.0% |
| Participation rate | 18.2% | 75.9%-57.7pp | 82.2%-64.0pp | 67.7%-49.5pp |
| Annual return | 9.80% | 135.16%-125.4pp | 420.54%-410.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $882 | $3,717-76.3% | $4,932-82.1% | $2,757-68.0% |
| Participant deferral / active EE | $1,510 | $6,652-77.3% | $8,065-81.3% | $4,300-64.9% |
| Admin fee / account holder | $1,360 | $7,953-82.9% | $12,993-89.5% | $6,925-80.4% |