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 | $37,429 | $80,983-53.8% | $96,544-61.2% | $75,177-50.2% |
| Participation rate | 37.5% | 71.8%-34.3pp | 76.0%-38.5pp | 67.2%-29.7pp |
| Annual return | 11.12% | 27.05%-15.9pp | 25.88%-14.8pp | 160.75%-149.6pp |
| Employer contribution / active EE | $887 | $2,282-61.1% | $2,966-70.1% | $2,671-66.8% |
| Participant deferral / active EE | $1,575 | $3,929-59.9% | $4,851-67.5% | $4,126-61.8% |
| Admin fee / account holder | $8,897 | $6,717+32.5% | $8,254+7.8% | $5,651+57.4% |