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 | $22,407 | $76,551-70.7% | $123,894-81.9% | $62,881-64.4% |
| Participation rate | 26.0% | 73.0%-47.0pp | 81.4%-55.4pp | 69.3%-43.3pp |
| Annual return | 1.80% | 18.68%-16.9pp | 47.52%-45.7pp | 20.14%-18.3pp |
| Employer contribution / active EE | $638 | $2,882-77.9% | $4,617-86.2% | $2,281-72.0% |
| Participant deferral / active EE | $1,561 | $4,840-67.8% | $5,984-73.9% | $3,203-51.3% |
| Admin fee / account holder | $3,166 | $4,826-34.4% | $8,357-62.1% | $4,296-26.3% |