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 | $69,350 | $77,896-11.0% | $134,172-48.3% | $82,448-15.9% |
| Participation rate | 18.0% | 62.8%-44.8pp | 72.5%-54.4pp | 68.1%-50.0pp |
| Annual return | 9.42% | 18.21%-8.8pp | 25.30%-15.9pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $664 | $3,162-79.0% | $4,690-85.8% | $4,139-84.0% |
| Admin fee / account holder | $6,472 | $6,336+2.1% | $12,016-46.1% | $7,234-10.5% |