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 | $27,773 | $89,652-69.0% | $141,177-80.3% | $65,185-57.4% |
| Participation rate | 55.2% | 74.7%-19.5pp | 82.5%-27.3pp | 70.2%-15.0pp |
| Annual return | 17.18% | 32.79%-15.6pp | 71.40%-54.2pp | 29.38%-12.2pp |
| Employer contribution / active EE | $1,002 | $3,065-67.3% | $4,736-78.8% | $2,177-54.0% |
| Participant deferral / active EE | $1,620 | $5,691-71.5% | $6,710-75.9% | $3,514-53.9% |
| Admin fee / account holder | $1,644 | $569+189.1% | $10,263-84.0% | $847+94.0% |