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 | $78,543 | $87,225-10.0% | $158,226-50.4% | $94,015-16.5% |
| Participation rate | 20.8% | 67.9%-47.1pp | 74.8%-54.0pp | 70.8%-50.0pp |
| Annual return | 10.45% | 16.34%-5.9pp | 501.41%-491.0pp | 17.84%-7.4pp |
| Employer contribution / active EE | $579 | $2,217-73.9% | $2,986-80.6% | $2,790-79.2% |
| Participant deferral / active EE | $959 | $3,405-71.8% | $4,317-77.8% | $4,249-77.4% |
| Admin fee / account holder | $3,875 | $7,888-50.9% | $10,217-62.1% | $8,951-56.7% |