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 | $42,972 | $85,171-49.5% | $172,753-75.1% | $72,976-41.1% |
| Participation rate | 36.6% | 70.1%-33.5pp | 82.6%-46.1pp | 69.5%-32.9pp |
| Annual return | 6.96% | 27.32%-20.4pp | 803.00%-796.0pp | 81.02%-74.1pp |
| Employer contribution / active EE | $729 | $3,324-78.1% | $5,144-85.8% | $2,440-70.1% |
| Participant deferral / active EE | $541 | $3,260-83.4% | $5,198-89.6% | $3,608-85.0% |
| Admin fee / account holder | $3,171 | $5,880-46.1% | $13,956-77.3% | $5,124-38.1% |