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 | $43,675 | $102,422-57.4% | $147,117-70.3% | $80,959-46.1% |
| Participation rate | 30.3% | 75.9%-45.6pp | 82.2%-51.9pp | 67.7%-37.4pp |
| Annual return | 11.50% | 135.16%-123.7pp | 420.54%-409.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $962 | $3,717-74.1% | $4,932-80.5% | $2,757-65.1% |
| Participant deferral / active EE | $1,562 | $6,652-76.5% | $8,065-80.6% | $4,300-63.7% |
| Admin fee / account holder | $5,432 | $7,953-31.7% | $12,993-58.2% | $6,925-21.6% |