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 | $20,926 | $56,894-63.2% | $84,753-75.3% | $62,881-66.7% |
| Participation rate | 48.8% | 68.5%-19.7pp | 76.6%-27.8pp | 69.3%-20.5pp |
| Annual return | 3.78% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $8,116 | $2,400+238.2% | $3,574+127.1% | $2,281+255.8% |
| Participant deferral / active EE | $894 | $2,709-67.0% | $3,712-75.9% | $3,203-72.1% |
| Admin fee / account holder | $3,421 | $3,581-4.5% | $5,333-35.9% | $4,296-20.4% |