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 | $60,125 | $115,810-48.1% | $101,271-40.6% | $158,966-62.2% |
| Participation rate | 52.9% | 79.4%-26.4pp | 75.8%-22.9pp | 82.0%-29.0pp |
| Annual return | 1.97% | 56.15%-54.2pp | 46.48%-44.5pp | 302.95%-301.0pp |
| Employer contribution / active EE | $1,107 | $4,175-73.5% | $3,660-69.8% | $4,762-76.8% |
| Participant deferral / active EE | $562 | $4,958-88.7% | $4,371-87.1% | $5,983-90.6% |
| Admin fee / account holder | $2,808 | $7,248-61.3% | $5,948-52.8% | $11,250-75.0% |