Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,631 | $154,228-86.0% | $145,433-85.1% | $137,256-84.2% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 11.31% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $852 | $4,804-82.3% | $4,554-81.3% | $4,156-79.5% |
| Participant deferral / active EE | $1,298 | $8,216-84.2% | $7,897-83.6% | $6,407-79.7% |
| Admin fee / account holder | $15,266 | $14,344+6.4% | $13,129+16.3% | $12,270+24.4% |