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 | $22,889 | $54,757-58.2% | $90,304-74.7% | $72,975-68.6% |
| Participation rate | 22.6% | 65.2%-42.5pp | 73.3%-50.6pp | 69.5%-46.8pp |
| Annual return | 14.72% | 30.63%-15.9pp | 78.13%-63.4pp | 81.01%-66.3pp |
| Employer contribution / active EE | $321 | $2,093-84.7% | $2,855-88.8% | $2,440-86.9% |
| Participant deferral / active EE | $343 | $2,887-88.1% | $3,885-91.2% | $3,608-90.5% |
| Admin fee / account holder | $4,258 | $3,973+7.2% | $5,354-20.5% | $5,124-16.9% |