Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,563 | $75,541-78.1% | $152,093-89.1% | $82,637-80.0% |
| Participation rate | 23.1% | 66.5%-43.5pp | 77.8%-54.7pp | 68.1%-45.0pp |
| Annual return | 8.63% | 32.56%-23.9pp | 66.36%-57.7pp | 53.51%-44.9pp |
| Employer contribution / active EE | $573 | $2,622-78.1% | $4,175-86.3% | $2,552-77.5% |
| Participant deferral / active EE | $658 | $3,206-79.5% | $5,451-87.9% | $4,126-84.1% |
| Admin fee / account holder | $5,752 | $6,405-10.2% | $14,497-60.3% | $7,339-21.6% |