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 | $43,292 | $73,988-41.5% | $96,538-55.2% | $75,177-42.4% |
| Participation rate | 41.4% | 66.4%-25.1pp | 74.3%-33.0pp | 67.2%-25.8pp |
| Annual return | 11.78% | 26.73%-14.9pp | 35.74%-24.0pp | 160.75%-149.0pp |
| Employer contribution / active EE | $764 | $2,930-73.9% | $3,740-79.6% | $2,671-71.4% |
| Participant deferral / active EE | $1,404 | $3,660-61.6% | $4,880-71.2% | $4,126-66.0% |
| Admin fee / account holder | $8,846 | $5,220+69.5% | $6,737+31.3% | $5,651+56.5% |