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 | $23,459 | $65,034-63.9% | $90,970-74.2% | $79,856-70.6% |
| Participation rate | 67.4% | 61.6%+5.8pp | 69.0%-1.6pp | 69.6%-2.2pp |
| Annual return | 9.09% | 30.45%-21.4pp | 134.60%-125.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $439 | $1,247-64.8% | $2,122-79.3% | $2,471-82.2% |
| Participant deferral / active EE | $817 | $2,512-67.5% | $3,373-75.8% | $3,741-78.2% |
| Admin fee / account holder | $4,947 | $4,536+9.1% | $5,961-17.0% | $5,306-6.8% |