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 | $24,609 | $68,852-64.3% | $120,524-79.6% | $80,925-69.6% |
| Participation rate | 32.4% | 61.6%-29.2pp | 71.9%-39.5pp | 67.7%-35.2pp |
| Annual return | 9.85% | 23.67%-13.8pp | 107.36%-97.5pp | 35.65%-25.8pp |
| Employer contribution / active EE | $623 | $2,063-69.8% | $3,469-82.0% | $2,756-77.4% |
| Participant deferral / active EE | $994 | $3,187-68.8% | $4,994-80.1% | $4,299-76.9% |
| Admin fee / account holder | $8,969 | $5,781+55.2% | $9,440-5.0% | $6,940+29.2% |