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 | $59,005 | $64,920-9.1% | $103,693-43.1% | $86,983-32.2% |
| Participation rate | 13.9% | 63.6%-49.7pp | 72.6%-58.8pp | 69.5%-55.7pp |
| Annual return | 8.94% | 30.29%-21.3pp | 47.61%-38.7pp | 25.83%-16.9pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $545 | $3,241-83.2% | $4,579-88.1% | $4,194-87.0% |
| Admin fee / account holder | $4,569 | $6,191-26.2% | $7,858-41.9% | $7,856-41.8% |