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 | $53,768 | $50,902+5.6% | $155,534-65.4% | $77,736-30.8% |
| Participation rate | 23.1% | 63.1%-40.0pp | 78.2%-55.1pp | 70.6%-47.5pp |
| Annual return | 10.10% | 34.85%-24.7pp | 64.92%-54.8pp | 31.26%-21.2pp |
| Employer contribution / active EE | $503 | $1,991-74.7% | $4,675-89.2% | $2,728-81.5% |
| Participant deferral / active EE | $862 | $2,824-69.5% | $5,630-84.7% | $4,651-81.5% |
| Admin fee / account holder | $2,890 | $437+561.3% | $15,900-81.8% | $433+566.9% |