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 | $10,392 | $100,970-89.7% | $96,576-89.2% | $137,256-92.4% |
| Participation rate | 28.6% | 82.6%-54.0pp | 81.4%-52.9pp | 80.0%-51.4pp |
| Annual return | 2.83% | 38.16%-35.3pp | 38.47%-35.6pp | 220.34%-217.5pp |
| Employer contribution / active EE | $1,133 | $3,809-70.3% | $3,553-68.1% | $4,156-72.7% |
| Participant deferral / active EE | $2,024 | $8,286-75.6% | $7,956-74.6% | $6,407-68.4% |
| Admin fee / account holder | $88,630 | $11,312+683.5% | $11,381+678.8% | $12,270+622.3% |