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 | $43,634 | $72,471-39.8% | $94,215-53.7% | $86,983-49.8% |
| Participation rate | 58.7% | 63.9%-5.2pp | 70.0%-11.3pp | 69.5%-10.8pp |
| Annual return | 7.11% | 26.44%-19.3pp | 28.22%-21.1pp | 25.83%-18.7pp |
| Employer contribution / active EE | $432 | $1,936-77.7% | $2,675-83.9% | $2,584-83.3% |
| Participant deferral / active EE | $957 | $3,397-71.8% | $4,276-77.6% | $4,194-77.2% |
| Admin fee / account holder | $2,388 | $6,468-63.1% | $10,216-76.6% | $7,856-69.6% |