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 | $67,091 | $56,894+17.9% | $84,753-20.8% | $62,881+6.7% |
| Participation rate | 68.6% | 68.5%0pp | 76.6%-8.0pp | 69.3%-0.7pp |
| Annual return | 4.30% | 6.30%-2.0pp | 22.78%-18.5pp | 20.14%-15.8pp |
| Employer contribution / active EE | $651 | $2,400-72.9% | $3,574-81.8% | $2,281-71.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,724 | $3,581+31.9% | $5,333-11.4% | $4,296+10.0% |