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 | $57,415 | $76,551-25.0% | $123,894-53.7% | $62,881-8.7% |
| Participation rate | 37.0% | 73.0%-35.9pp | 81.4%-44.4pp | 69.3%-32.3pp |
| Annual return | 3.91% | 18.68%-14.8pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $523 | $2,882-81.8% | $4,617-88.7% | $2,281-77.1% |
| Participant deferral / active EE | $1,465 | $4,840-69.7% | $5,984-75.5% | $3,203-54.3% |
| Admin fee / account holder | $395 | $4,826-91.8% | $8,357-95.3% | $4,296-90.8% |