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 | $58,234-65.4% | $81,783-75.3% | $80,874-75.1% |
| Participation rate | 41.7% | 63.4%-21.8pp | 72.4%-30.7pp | 67.6%-26.0pp |
| Annual return | 8.09% | 41.70%-33.6pp | 775.05%-767.0pp | 35.62%-27.5pp |
| Employer contribution / active EE | $458 | $2,341-80.4% | $2,913-84.3% | $2,756-83.4% |
| Participant deferral / active EE | $687 | $3,283-79.1% | $4,320-84.1% | $4,297-84.0% |
| Admin fee / account holder | $1,728 | $4,982-65.3% | $7,380-76.6% | $6,935-75.1% |