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 | $41,829 | $94,436-55.7% | $115,599-63.8% | $82,637-49.4% |
| Participation rate | 25.7% | 70.4%-44.7pp | 74.3%-48.6pp | 68.1%-42.3pp |
| Annual return | 10.91% | 18.37%-7.5pp | 111.10%-100.2pp | 53.51%-42.6pp |
| Employer contribution / active EE | $707 | $2,324-69.6% | $2,955-76.1% | $2,552-72.3% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $463 | $10,328-95.5% | $12,841-96.4% | $7,339-93.7% |