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 | $29,246 | $52,581-44.4% | $130,788-77.6% | $64,340-54.5% |
| Participation rate | 23.1% | 46.5%-23.4pp | 70.1%-47.0pp | 55.2%-32.1pp |
| Annual return | 9.99% | 20.39%-10.4pp | 386.44%-376.5pp | 24.14%-14.2pp |
| Employer contribution / active EE | $790 | $1,031-23.3% | $3,558-77.8% | $1,862-57.5% |
| Participant deferral / active EE | $158 | $2,200-92.8% | $4,137-96.2% | $2,980-94.7% |
| Admin fee / account holder | $6,261 | $4,583+36.6% | $6,673-6.2% | $3,703+69.1% |