Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,550 | $93,598-74.8% | $135,974-82.7% | $75,173-68.7% |
| Participation rate | 37.1% | 75.2%-38.1pp | 81.9%-44.8pp | 67.2%-30.1pp |
| Annual return | 12.88% | 30.89%-18.0pp | 68.30%-55.4pp | 160.72%-147.8pp |
| Employer contribution / active EE | $1,142 | $3,538-67.7% | $4,859-76.5% | $2,671-57.3% |
| Participant deferral / active EE | $1,728 | $6,405-73.0% | $7,760-77.7% | $4,126-58.1% |
| Admin fee / account holder | $438 | $6,978-93.7% | $10,767-95.9% | $5,651-92.2% |