Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,485 | $78,013-41.7% | $178,449-74.5% | $80,911-43.8% |
| Participation rate | 61.8% | 65.7%-3.9pp | 77.1%-15.3pp | 67.6%-5.9pp |
| Annual return | 8.23% | 18.07%-9.8pp | 27.09%-18.9pp | 35.63%-27.4pp |
| Employer contribution / active EE | $1,547 | $2,287-32.4% | $3,951-60.8% | $2,756-43.9% |
| Participant deferral / active EE | $1,281 | $4,408-70.9% | $6,277-79.6% | $4,297-70.2% |
| Admin fee / account holder | $9,426 | $7,166+31.5% | $10,362-9.0% | $6,935+35.9% |