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 | $85,557 | $114,013-25.0% | $103,693-17.5% | $155,188-44.9% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.2pp | 80.8%-35.3pp |
| Annual return | 5.50% | 49.31%-43.8pp | 47.61%-42.1pp | 148.84%-143.3pp |
| Employer contribution / active EE | $208 | $3,131-93.4% | $2,920-92.9% | $4,248-95.1% |
| Participant deferral / active EE | $889 | $4,970-82.1% | $4,579-80.6% | $6,531-86.4% |
| Admin fee / account holder | $29,658 | $8,407+252.8% | $7,858+277.4% | $14,480+104.8% |