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 | $26,136 | $76,407-65.8% | $150,298-82.6% | $82,448-68.3% |
| Participation rate | 30.0% | 66.4%-36.4pp | 77.8%-47.8pp | 68.1%-38.1pp |
| Annual return | 11.16% | 39.99%-28.8pp | 62.79%-51.6pp | 41.64%-30.5pp |
| Employer contribution / active EE | $403 | $2,614-84.6% | $4,154-90.3% | $2,551-84.2% |
| Participant deferral / active EE | $571 | $3,214-82.2% | $5,453-89.5% | $4,139-86.2% |
| Admin fee / account holder | $2,234 | $6,352-64.8% | $14,116-84.2% | $7,234-69.1% |