Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,166 | $63,365-31.9% | $91,994-53.1% | $72,975-40.8% |
| Participation rate | 44.0% | 72.5%-28.5pp | 78.6%-34.6pp | 69.5%-25.5pp |
| Annual return | 18.21% | 35.35%-17.1pp | 69.04%-50.8pp | 81.01%-62.8pp |
| Employer contribution / active EE | $732 | $2,116-65.4% | $3,453-78.8% | $2,440-70.0% |
| Participant deferral / active EE | $1,814 | $4,883-62.9% | $5,924-69.4% | $3,608-49.7% |
| Admin fee / account holder | $2,624 | $4,670-43.8% | $7,744-66.1% | $5,124-48.8% |