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 | $24,746 | $55,889-55.7% | $76,119-67.5% | $80,935-69.4% |
| Participation rate | 41.4% | 62.1%-20.6pp | 69.1%-27.6pp | 67.7%-26.2pp |
| Annual return | 9.95% | 20.58%-10.6pp | 361.25%-351.3pp | 35.66%-25.7pp |
| Employer contribution / active EE | $677 | $1,866-63.7% | $2,693-74.9% | $2,757-75.5% |
| Participant deferral / active EE | $1,002 | $3,051-67.2% | $4,259-76.5% | $4,299-76.7% |
| Admin fee / account holder | $6,712 | $5,241+28.1% | $6,421+4.5% | $6,924-3.1% |