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 | $55,961 | $57,073-1.9% | $85,126-34.3% | $80,925-30.8% |
| Participation rate | 36.4% | 56.4%-20.0pp | 67.5%-31.2pp | 67.7%-31.3pp |
| Annual return | 10.52% | 21.69%-11.2pp | 66.63%-56.1pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $767 | $3,113-75.4% | $4,523-83.0% | $4,299-82.1% |
| Admin fee / account holder | $5,673 | $4,988+13.7% | $6,160-7.9% | $6,940-18.3% |