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 | $19,726 | $81,331-75.7% | $155,534-87.3% | $80,935-75.6% |
| Participation rate | 38.1% | 66.3%-28.2pp | 78.2%-40.1pp | 67.7%-29.6pp |
| Annual return | 2.63% | 33.37%-30.7pp | 64.92%-62.3pp | 35.66%-33.0pp |
| Employer contribution / active EE | $585 | $3,105-81.2% | $4,675-87.5% | $2,757-78.8% |
| Participant deferral / active EE | $601 | $3,454-82.6% | $5,630-89.3% | $4,299-86.0% |
| Admin fee / account holder | $413 | $7,999-94.8% | $15,900-97.4% | $6,924-94.0% |