Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,711 | $45,022+26.0% | $85,240-33.5% | $200,096-71.7% |
| Participation rate | 3.3% | 45.8%-42.6pp | 67.5%-64.3pp | 72.0%-68.8pp |
| Annual return | 11.59% | 21.00%-9.4pp | 66.75%-55.2pp | 34.26%-22.7pp |
| Employer contribution / active EE | $143 | $1,374-89.6% | $2,735-94.8% | $3,038-95.3% |
| Participant deferral / active EE | $310 | $2,682-88.5% | $4,527-93.2% | $5,090-93.9% |
| Admin fee / account holder | $2,545 | $585+335.1% | $6,165-58.7% | $269+845.1% |