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 | $53,076 | $83,485-36.4% | $125,180-57.6% | $72,983-27.3% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 15.86% | 25.78%-9.9pp | 43.79%-27.9pp | 81.01%-65.2pp |
| Employer contribution / active EE | $675 | $2,346-71.2% | $3,866-82.5% | $2,440-72.3% |
| Participant deferral / active EE | $1,413 | $3,586-60.6% | $4,937-71.4% | $3,608-60.8% |
| Admin fee / account holder | $3,855 | $5,518-30.1% | $9,703-60.3% | $5,124-24.8% |