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 | $50,526 | $117,829-57.1% | $102,423-50.7% | $145,877-65.4% |
| Participation rate | 54.2% | 78.6%-24.4pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 8.36% | 31.83%-23.5pp | 29.42%-21.1pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,322 | $3,615-63.4% | $3,023-56.3% | $4,663-71.6% |
| Participant deferral / active EE | $1,467 | $5,732-74.4% | $5,054-71.0% | $6,691-78.1% |
| Admin fee / account holder | $488 | $13,335-96.3% | $9,455-94.8% | $13,402-96.4% |