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 | $55,029 | $70,684-22.1% | $169,397-67.5% | $75,177-26.8% |
| Participation rate | 53.1% | 64.8%-11.7pp | 77.2%-24.1pp | 67.2%-14.1pp |
| Annual return | 7.11% | 36.38%-29.3pp | 406.23%-399.1pp | 160.75%-153.6pp |
| Employer contribution / active EE | $842 | $2,211-61.9% | $4,013-79.0% | $2,671-68.5% |
| Participant deferral / active EE | $979 | $4,310-77.3% | $6,223-84.3% | $4,126-76.3% |
| Admin fee / account holder | $822 | $5,404-84.8% | $9,017-90.9% | $5,651-85.5% |