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 | $40,574 | $91,417-55.6% | $135,925-70.2% | $71,476-43.2% |
| Participation rate | 68.0% | 75.7%-7.7pp | 81.9%-13.9pp | 67.9%0pp |
| Annual return | 14.46% | 29.90%-15.4pp | 68.25%-53.8pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,570 | $3,704-57.6% | $4,857-67.7% | $2,589-39.4% |
| Participant deferral / active EE | $2,348 | $7,093-66.9% | $7,759-69.7% | $4,290-45.3% |
| Admin fee / account holder | $2,819 | $1,266+122.7% | $10,764-73.8% | $1,587+77.6% |