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 | $37,946 | $65,395-42.0% | $182,558-79.2% | $72,976-48.0% |
| Participation rate | 29.8% | 65.4%-35.7pp | 78.0%-48.2pp | 69.5%-39.7pp |
| Annual return | 17.42% | 27.68%-10.3pp | 148.59%-131.2pp | 81.02%-63.6pp |
| Employer contribution / active EE | $522 | $1,911-72.7% | $4,076-87.2% | $2,440-78.6% |
| Participant deferral / active EE | $672 | $3,563-81.1% | $5,526-87.8% | $3,608-81.4% |
| Admin fee / account holder | $734 | $4,245-82.7% | $8,594-91.5% | $5,124-85.7% |