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 | $58,076 | $76,551-24.1% | $123,894-53.1% | $62,881-7.6% |
| Participation rate | 41.7% | 73.0%-31.3pp | 81.4%-39.7pp | 69.3%-27.6pp |
| Annual return | 3.97% | 18.68%-14.7pp | 47.52%-43.5pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,368 | $2,882-52.5% | $4,617-70.4% | $2,281-40.0% |
| Participant deferral / active EE | $1,704 | $4,840-64.8% | $5,984-71.5% | $3,203-46.8% |
| Admin fee / account holder | $16,237 | $4,826+236.5% | $8,357+94.3% | $4,296+278.0% |