Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,700 | $86,919-33.6% | $102,457-43.7% | $80,911-28.7% |
| Participation rate | 25.6% | 72.4%-46.7pp | 76.5%-50.9pp | 67.6%-42.0pp |
| Annual return | 9.25% | 18.90%-9.6pp | 29.41%-20.2pp | 35.63%-26.4pp |
| Employer contribution / active EE | $881 | $2,368-62.8% | $3,022-70.8% | $2,756-68.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,076 | $8,049-86.6% | $9,451-88.6% | $6,935-84.5% |