Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,866 | $93,617-44.6% | $135,982-61.9% | $75,177-31.0% |
| Participation rate | 63.2% | 75.2%-12.0pp | 81.9%-18.8pp | 67.2%-4.0pp |
| Annual return | 11.88% | 30.89%-19.0pp | 68.32%-56.4pp | 160.75%-148.9pp |
| Employer contribution / active EE | $1,333 | $3,538-62.3% | $4,859-72.6% | $2,671-50.1% |
| Participant deferral / active EE | $2,329 | $6,406-63.6% | $7,760-70.0% | $4,126-43.6% |
| Admin fee / account holder | $11,908 | $6,980+70.6% | $10,767+10.6% | $5,651+110.7% |