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 | $18,844 | $91,198-79.3% | $178,503-89.4% | $79,856-76.4% |
| Participation rate | 36.5% | 69.2%-32.7pp | 81.9%-45.4pp | 69.6%-33.1pp |
| Annual return | 8.37% | 24.20%-15.8pp | 151.12%-142.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $703 | $3,257-78.4% | $5,011-86.0% | $2,471-71.6% |
| Participant deferral / active EE | $588 | $3,237-81.8% | $5,202-88.7% | $3,741-84.3% |
| Admin fee / account holder | $1,719 | $6,748-74.5% | $13,987-87.7% | $5,306-67.6% |