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 | $57,253 | $56,287+1.7% | $80,977-29.3% | $62,881-9.0% |
| Participation rate | 56.7% | 68.9%-12.3pp | 75.8%-19.1pp | 69.3%-12.6pp |
| Annual return | -1.49% | 22.13%-23.6pp | 17.11%-18.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $913 | $1,943-53.0% | $3,715-75.4% | $2,281-60.0% |
| Participant deferral / active EE | $1,416 | $4,196-66.3% | $5,696-75.1% | $3,203-55.8% |
| Admin fee / account holder | $1,903 | $3,742-49.1% | $5,517-65.5% | $4,296-55.7% |