Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,695 | $87,132-36.1% | $105,624-47.3% | $80,959-31.2% |
| Participation rate | 34.1% | 70.4%-36.4pp | 75.3%-41.2pp | 67.7%-33.6pp |
| Annual return | 9.57% | 17.03%-7.5pp | 116.20%-106.6pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,528 | $2,397-36.2% | $3,168-51.8% | $2,757-44.6% |
| Participant deferral / active EE | $1,106 | $3,985-72.2% | $5,013-77.9% | $4,300-74.3% |
| Admin fee / account holder | $3,405 | $8,449-59.7% | $10,961-68.9% | $6,925-50.8% |