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 | $54,866 | $102,429-46.4% | $147,096-62.7% | $80,925-32.2% |
| Participation rate | 32.3% | 75.9%-43.6pp | 82.2%-49.9pp | 67.7%-35.4pp |
| Annual return | 10.41% | 135.02%-124.6pp | 419.75%-409.3pp | 35.65%-25.2pp |
| Employer contribution / active EE | $914 | $3,716-75.4% | $4,936-81.5% | $2,756-66.9% |
| Participant deferral / active EE | $1,651 | $6,649-75.2% | $8,071-79.5% | $4,299-61.6% |
| Admin fee / account holder | $3,088 | $7,957-61.2% | $13,005-76.3% | $6,940-55.5% |