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 | $19,930 | $75,541-73.6% | $152,093-86.9% | $82,637-75.9% |
| Participation rate | 25.0% | 66.5%-41.5pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 11.74% | 32.56%-20.8pp | 66.36%-54.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $444 | $2,622-83.1% | $4,175-89.4% | $2,552-82.6% |
| Participant deferral / active EE | $531 | $3,206-83.4% | $5,451-90.3% | $4,126-87.1% |
| Admin fee / account holder | $610 | $6,405-90.5% | $14,497-95.8% | $7,339-91.7% |