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 | $45,671 | $92,186-50.5% | $105,624-56.8% | $77,762-41.3% |
| Participation rate | 23.5% | 81.0%-57.6pp | 75.3%-51.8pp | 70.6%-47.1pp |
| Annual return | 11.29% | 17.83%-6.5pp | 116.20%-104.9pp | 31.27%-20.0pp |
| Employer contribution / active EE | $988 | $3,376-70.7% | $3,168-68.8% | $2,728-63.8% |
| Participant deferral / active EE | $1,659 | $5,395-69.2% | $5,013-66.9% | $4,651-64.3% |
| Admin fee / account holder | $1,444 | $219+559.1% | $10,961-86.8% | $433+233.5% |