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 | $26,924 | $112,729-76.1% | $98,716-72.7% | $137,256-80.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 5.74% | 38.48%-32.7pp | 31.81%-26.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $457 | $2,725-83.2% | $2,279-80.0% | $4,156-89.0% |
| Participant deferral / active EE | $524 | $4,640-88.7% | $4,048-87.1% | $6,407-91.8% |
| Admin fee / account holder | $7,912 | $10,129-21.9% | $8,703-9.1% | $12,270-35.5% |