Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $66,854 | $81,446-17.9% | $103,374-35.3% | $80,874-17.3% |
| Participation rate | 62.7% | 66.9%-4.1pp | 74.5%-11.8pp | 67.6%-4.9pp |
| Annual return | 10.37% | 25.57%-15.2pp | 24.89%-14.5pp | 35.62%-25.3pp |
| Employer contribution / active EE | $3,161 | $3,107+1.7% | $3,869-18.3% | $2,756+14.7% |
| Participant deferral / active EE | $1,447 | $3,870-62.6% | $5,058-71.4% | $4,297-66.3% |
| Admin fee / account holder | $5,966 | $6,715-11.2% | $8,394-28.9% | $6,935-14.0% |