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 | $36,248 | $106,749-66.0% | $145,433-75.1% | $82,448-56.0% |
| Participation rate | 69.0% | 75.6%-6.7pp | 82.1%-13.2pp | 68.1%+0.9pp |
| Annual return | 11.90% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,496 | $3,444-56.6% | $4,554-67.2% | $2,551-41.4% |
| Participant deferral / active EE | $2,400 | $6,519-63.2% | $7,897-69.6% | $4,139-42.0% |
| Admin fee / account holder | $15,588 | $8,390+85.8% | $13,129+18.7% | $7,234+115.5% |