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 | $47,680 | $73,638-35.3% | $95,956-50.3% | $73,493-35.1% |
| Participation rate | 40.8% | 76.2%-35.4pp | 77.1%-36.3pp | 70.7%-29.9pp |
| Annual return | 5.13% | 16.78%-11.6pp | 91.63%-86.5pp | 28.51%-23.4pp |
| Employer contribution / active EE | $888 | $1,863-52.4% | $2,541-65.1% | $2,270-60.9% |
| Participant deferral / active EE | $1,522 | $3,617-57.9% | $4,167-63.5% | $3,740-59.3% |
| Admin fee / account holder | $2,003 | $482+315.4% | $6,797-70.5% | $513+290.3% |