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 | $70,200 | $60,349+16.3% | $74,184-5.4% | $62,881+11.6% |
| Participation rate | 17.7% | 72.7%-55.0pp | 76.6%-58.9pp | 69.3%-51.6pp |
| Annual return | 3.05% | 21.38%-18.3pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,032 | $2,856-63.9% | $3,550-70.9% | $3,203-67.8% |
| Admin fee / account holder | $2,489 | $4,261-41.6% | $5,586-55.4% | $4,296-42.1% |