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 | $57,943 | $95,404-39.3% | $113,397-48.9% | $82,637-29.9% |
| Participation rate | 28.6% | 72.8%-44.2pp | 76.5%-47.9pp | 68.1%-39.5pp |
| Annual return | 11.71% | 19.08%-7.4pp | 23.20%-11.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $786 | $4,220-81.4% | $5,076-84.5% | $4,126-80.9% |
| Admin fee / account holder | $3,411 | $9,168-62.8% | $11,957-71.5% | $7,339-53.5% |