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 | $29,902 | $59,839-50.0% | $81,988-63.5% | $79,858-62.6% |
| Participation rate | 27.3% | 61.6%-34.3pp | 69.3%-42.0pp | 69.6%-42.4pp |
| Annual return | 2.82% | 17.56%-14.7pp | 41.31%-38.5pp | 31.72%-28.9pp |
| Employer contribution / active EE | $456 | $1,713-73.4% | $2,498-81.7% | $2,471-81.5% |
| Participant deferral / active EE | $802 | $2,695-70.2% | $3,722-78.4% | $3,740-78.5% |
| Admin fee / account holder | $26,810 | $4,287+525.3% | $5,665+373.3% | $5,306+405.3% |