Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,333 | $56,121-46.0% | $92,985-67.4% | $64,340-52.9% |
| Participation rate | 29.0% | 44.9%-16.0pp | 69.5%-40.5pp | 55.2%-26.3pp |
| Annual return | 10.55% | 19.19%-8.6pp | 27.99%-17.4pp | 24.14%-13.6pp |
| Employer contribution / active EE | $513 | $1,351-62.1% | $2,662-80.7% | $1,862-72.5% |
| Participant deferral / active EE | $875 | $2,362-63.0% | $4,377-80.0% | $2,980-70.7% |
| Admin fee / account holder | $3,675 | $6,869-46.5% | $9,463-61.2% | $3,703-0.7% |