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 | $30,686 | $90,674-66.2% | $96,707-68.3% | $82,448-62.8% |
| Participation rate | 62.3% | 75.9%-13.6pp | 80.4%-18.0pp | 68.1%-5.7pp |
| Annual return | 2.75% | 49.05%-46.3pp | 34.78%-32.0pp | 41.64%-38.9pp |
| Employer contribution / active EE | $1,332 | $3,975-66.5% | $4,191-68.2% | $2,551-47.8% |
| Participant deferral / active EE | $1,962 | $5,696-65.5% | $5,997-67.3% | $4,139-52.6% |
| Admin fee / account holder | $14,873 | $7,568+96.5% | $7,503+98.2% | $7,234+105.6% |