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 | $66,821 | $114,712-41.7% | $173,730-61.5% | $87,485-23.6% |
| Participation rate | 38.5% | 73.0%-34.5pp | 79.6%-41.1pp | 68.9%-30.5pp |
| Annual return | 6.90% | 20.18%-13.3pp | 19.96%-13.1pp | 26.06%-19.2pp |
| Employer contribution / active EE | $1,158 | $2,904-60.1% | $4,577-74.7% | $2,596-55.4% |
| Participant deferral / active EE | $1,998 | $4,642-57.0% | $6,326-68.4% | $4,274-53.2% |
| Admin fee / account holder | $16,733 | $10,210+63.9% | $17,523-4.5% | $7,775+115.2% |