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 | $47,439 | $87,106-45.5% | $105,607-55.1% | $80,935-41.4% |
| Participation rate | 40.0% | 70.4%-30.4pp | 75.3%-35.3pp | 67.7%-27.7pp |
| Annual return | 7.77% | 17.01%-9.2pp | 116.11%-108.3pp | 35.66%-27.9pp |
| Employer contribution / active EE | $675 | $2,396-71.8% | $3,167-78.7% | $2,757-75.5% |
| Participant deferral / active EE | $1,641 | $3,986-58.8% | $5,011-67.3% | $4,299-61.8% |
| Admin fee / account holder | $12,921 | $8,447+53.0% | $10,958+17.9% | $6,924+86.6% |