Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,440 | $89,532-66.0% | $103,431-70.6% | $80,911-62.4% |
| Participation rate | 36.5% | 76.0%-39.5pp | 80.5%-44.0pp | 67.6%-31.2pp |
| Annual return | 10.87% | 22.80%-11.9pp | 23.92%-13.0pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,001 | $4,023-75.1% | $4,678-78.6% | $2,756-63.7% |
| Participant deferral / active EE | $1,700 | $5,459-68.9% | $6,625-74.3% | $4,297-60.4% |
| Admin fee / account holder | $7,672 | $6,774+13.3% | $9,412-18.5% | $6,935+10.6% |