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 | $27,707 | $80,763-65.7% | $102,412-72.9% | $74,459-62.8% |
| Participation rate | 58.1% | 65.7%-7.6pp | 74.5%-16.4pp | 67.2%-9.1pp |
| Annual return | 7.39% | 27.57%-20.2pp | 24.94%-17.5pp | 1369.70%-1362.3pp |
| Employer contribution / active EE | $2,734 | $3,160-13.5% | $3,870-29.4% | $2,626+4.1% |
| Participant deferral / active EE | $463 | $3,862-88.0% | $5,060-90.9% | $4,350-89.4% |
| Admin fee / account holder | $1,597 | $2,371-32.7% | $8,388-81.0% | $1,945-17.9% |