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 | $69,717 | $76,407-8.8% | $150,298-53.6% | $82,448-15.4% |
| Participation rate | 22.6% | 66.4%-43.8pp | 77.8%-55.2pp | 68.1%-45.5pp |
| Annual return | 12.92% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $431 | $2,614-83.5% | $4,154-89.6% | $2,551-83.1% |
| Participant deferral / active EE | $572 | $3,214-82.2% | $5,453-89.5% | $4,139-86.2% |
| Admin fee / account holder | $19,834 | $6,352+212.2% | $14,116+40.5% | $7,234+174.2% |