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 | $31,360 | $98,776-68.3% | $149,745-79.1% | $79,856-60.7% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.5%-27.7pp | 69.6%-14.9pp |
| Annual return | 7.64% | 27.38%-19.7pp | 276.72%-269.1pp | 31.71%-24.1pp |
| Employer contribution / active EE | $895 | $3,217-72.2% | $4,646-80.7% | $2,471-63.8% |
| Participant deferral / active EE | $1,435 | $5,681-74.7% | $6,843-79.0% | $3,741-61.6% |
| Admin fee / account holder | $8,083 | $6,053+33.5% | $9,312-13.2% | $5,306+52.3% |