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 | $19,278 | $48,078-59.9% | $78,676-75.5% | $62,881-69.3% |
| Participation rate | 41.5% | 65.2%-23.7pp | 73.6%-32.1pp | 69.3%-27.8pp |
| Annual return | 3.81% | 31.36%-27.6pp | 62.19%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $273 | $2,015-86.5% | $2,850-90.4% | $2,281-88.0% |
| Participant deferral / active EE | $717 | $2,587-72.3% | $3,517-79.6% | $3,203-77.6% |
| Admin fee / account holder | $12,904 | $3,206+302.5% | $4,510+186.1% | $4,296+200.4% |