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 | $40,544 | $76,112-46.7% | $96,534-58.0% | $71,511-43.3% |
| Participation rate | 61.1% | 74.4%-13.3pp | 76.0%-14.9pp | 67.9%-6.9pp |
| Annual return | 11.28% | 22.81%-11.5pp | 25.88%-14.6pp | 28.86%-17.6pp |
| Employer contribution / active EE | $1,076 | $2,248-52.1% | $2,965-63.7% | $2,589-58.4% |
| Participant deferral / active EE | $1,879 | $4,217-55.4% | $4,851-61.3% | $4,291-56.2% |
| Admin fee / account holder | $18,236 | $2,708+573.3% | $8,253+121.0% | $1,588+1048.0% |