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 | $15,236 | $43,075-64.6% | $74,577-79.6% | $62,881-75.8% |
| Participation rate | 31.6% | 58.1%-26.5pp | 68.1%-36.5pp | 69.3%-37.7pp |
| Annual return | 4.90% | 17.50%-12.6pp | 20.47%-15.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $307 | $1,498-79.5% | $2,525-87.9% | $2,281-86.6% |
| Participant deferral / active EE | $371 | $2,389-84.5% | $3,458-89.3% | $3,203-88.4% |
| Admin fee / account holder | $1,829 | $2,840-35.6% | $4,138-55.8% | $4,296-57.4% |