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 | $17,079 | $81,331-79.0% | $155,534-89.0% | $80,935-78.9% |
| Participation rate | 68.4% | 66.3%+2.2pp | 78.2%-9.8pp | 67.7%+0.8pp |
| Annual return | 8.02% | 33.37%-25.4pp | 64.92%-56.9pp | 35.66%-27.6pp |
| Employer contribution / active EE | $946 | $3,105-69.5% | $4,675-79.8% | $2,757-65.7% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,830 | $7,999-64.6% | $15,900-82.2% | $6,924-59.1% |