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 | $55,830 | $91,198-38.8% | $178,503-68.7% | $79,856-30.1% |
| Participation rate | 41.9% | 69.2%-27.4pp | 81.9%-40.1pp | 69.6%-27.8pp |
| Annual return | 8.41% | 24.20%-15.8pp | 151.12%-142.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $671 | $3,257-79.4% | $5,011-86.6% | $2,471-72.8% |
| Participant deferral / active EE | $671 | $3,237-79.3% | $5,202-87.1% | $3,741-82.0% |
| Admin fee / account holder | $2,846 | $6,748-57.8% | $13,987-79.7% | $5,306-46.4% |