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 | $47,203 | $124,425-62.1% | $112,040-57.9% | $137,256-65.6% |
| Participation rate | 22.2% | 79.3%-57.1pp | 76.5%-54.3pp | 80.0%-57.7pp |
| Annual return | 7.13% | 24.72%-17.6pp | 24.52%-17.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $907 | $3,411-73.4% | $2,954-69.3% | $4,156-78.2% |
| Participant deferral / active EE | $901 | $5,718-84.2% | $5,098-82.3% | $6,407-85.9% |
| Admin fee / account holder | $20,297 | $15,207+33.5% | $12,098+67.8% | $12,270+65.4% |