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 | $60,067 | $71,353-15.8% | $92,805-35.3% | $86,983-30.9% |
| Participation rate | 42.6% | 80.9%-38.3pp | 83.5%-40.9pp | 69.5%-26.9pp |
| Annual return | 10.53% | 44.68%-34.2pp | 31.59%-21.1pp | 25.83%-15.3pp |
| Employer contribution / active EE | $41 | $2,468-98.3% | $3,424-98.8% | $2,584-98.4% |
| Participant deferral / active EE | $1,331 | $6,966-80.9% | $8,448-84.2% | $4,194-68.3% |
| Admin fee / account holder | $38,566 | $6,099+532.3% | $10,911+253.5% | $7,856+390.9% |