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 | $33,844 | $85,171-60.3% | $172,752-80.4% | $72,975-53.6% |
| Participation rate | 23.5% | 70.1%-46.5pp | 82.6%-59.1pp | 69.5%-46.0pp |
| Annual return | 14.13% | 27.32%-13.2pp | 802.97%-788.8pp | 81.01%-66.9pp |
| Employer contribution / active EE | $739 | $3,324-77.8% | $5,144-85.6% | $2,440-69.7% |
| Participant deferral / active EE | $824 | $3,260-74.7% | $5,198-84.1% | $3,608-77.2% |
| Admin fee / account holder | $5,448 | $5,880-7.4% | $13,955-61.0% | $5,124+6.3% |