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 | $60,711 | $77,896-22.1% | $134,172-54.8% | $82,448-26.4% |
| Participation rate | 17.9% | 62.8%-44.9pp | 72.5%-54.6pp | 68.1%-50.2pp |
| Annual return | 9.57% | 18.21%-8.6pp | 25.30%-15.7pp | 41.64%-32.1pp |
| Employer contribution / active EE | $573 | $2,159-73.5% | $3,420-83.2% | $2,551-77.5% |
| Participant deferral / active EE | $666 | $3,162-78.9% | $4,690-85.8% | $4,139-83.9% |
| Admin fee / account holder | $3,871 | $6,336-38.9% | $12,016-67.8% | $7,234-46.5% |