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 | $9,911 | $81,331-87.8% | $155,534-93.6% | $80,935-87.8% |
| Participation rate | 18.2% | 66.3%-48.1pp | 78.2%-60.0pp | 67.7%-49.5pp |
| Annual return | 7.72% | 33.37%-25.6pp | 64.92%-57.2pp | 35.66%-27.9pp |
| Employer contribution / active EE | $450 | $3,105-85.5% | $4,675-90.4% | $2,757-83.7% |
| Participant deferral / active EE | $870 | $3,454-74.8% | $5,630-84.5% | $4,299-79.8% |
| Admin fee / account holder | $772 | $7,999-90.3% | $15,900-95.1% | $6,924-88.8% |