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 | $35,815 | $91,559-60.9% | $133,978-73.3% | $79,856-55.2% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 6.36% | 61.85%-55.5pp | 45.10%-38.7pp | 31.71%-25.3pp |
| Employer contribution / active EE | $857 | $2,384-64.0% | $3,919-78.1% | $2,471-65.3% |
| Participant deferral / active EE | $1,234 | $3,734-66.9% | $5,047-75.5% | $3,741-67.0% |
| Admin fee / account holder | $4,914 | $6,321-22.3% | $8,930-45.0% | $5,306-7.4% |