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 | $62,920 | $73,978-14.9% | $96,515-34.8% | $75,173-16.3% |
| Participation rate | 36.5% | 66.4%-29.9pp | 74.3%-37.8pp | 67.2%-30.7pp |
| Annual return | 10.43% | 26.72%-16.3pp | 35.73%-25.3pp | 160.72%-150.3pp |
| Employer contribution / active EE | $950 | $2,931-67.6% | $3,740-74.6% | $2,671-64.4% |
| Participant deferral / active EE | $1,318 | $3,660-64.0% | $4,880-73.0% | $4,126-68.1% |
| Admin fee / account holder | $1,716 | $5,219-67.1% | $6,735-74.5% | $5,651-69.6% |