Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,119 | $72,486-26.7% | $87,103-39.0% | $72,976-27.2% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.9%-17.5pp | 69.5%-10.1pp |
| Annual return | 7.60% | 24.46%-16.9pp | 28.19%-20.6pp | 81.02%-73.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,170 | $3,270-64.2% | $4,049-71.1% | $3,608-67.6% |
| Admin fee / account holder | $849 | $5,055-83.2% | $7,491-88.7% | $5,124-83.4% |