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 | $20,173 | $58,311-65.4% | $81,882-75.4% | $80,959-75.1% |
| Participation rate | 41.7% | 63.5%-21.8pp | 72.4%-30.7pp | 67.7%-26.0pp |
| Annual return | 8.09% | 41.85%-33.8pp | 779.47%-771.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $458 | $2,347-80.5% | $2,916-84.3% | $2,757-83.4% |
| Participant deferral / active EE | $687 | $3,287-79.1% | $4,323-84.1% | $4,300-84.0% |
| Admin fee / account holder | $1,728 | $4,752-63.6% | $7,360-76.5% | $6,925-75.1% |