Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,532 | $93,598-61.0% | $135,974-73.1% | $75,173-51.4% |
| Participation rate | 30.0% | 75.2%-45.2pp | 81.9%-51.9pp | 67.2%-37.2pp |
| Annual return | 14.07% | 30.89%-16.8pp | 68.30%-54.2pp | 160.72%-146.7pp |
| Employer contribution / active EE | $809 | $3,538-77.1% | $4,859-83.3% | $2,671-69.7% |
| Participant deferral / active EE | $1,613 | $6,405-74.8% | $7,760-79.2% | $4,126-60.9% |
| Admin fee / account holder | $1,297 | $6,978-81.4% | $10,767-88.0% | $5,651-77.1% |