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 | $22,785 | $111,830-79.6% | $93,696-75.7% | $145,884-84.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 6.77% | 204.08%-197.3pp | 133.74%-127.0pp | 551.85%-545.1pp |
| Employer contribution / active EE | $580 | $3,093-81.3% | $2,422-76.1% | $4,662-87.6% |
| Participant deferral / active EE | $933 | $4,920-81.0% | $4,417-78.9% | $6,690-86.1% |
| Admin fee / account holder | $28,330 | $10,249+176.4% | $8,287+241.9% | $13,392+111.5% |