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 | $23,993 | $107,944-77.8% | $91,994-73.9% | $152,885-84.3% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 12.69% | 89.26%-76.6pp | 69.03%-56.3pp | 345.39%-332.7pp |
| Employer contribution / active EE | $518 | $4,210-87.7% | $3,452-85.0% | $4,763-89.1% |
| Participant deferral / active EE | $578 | $6,365-90.9% | $5,923-90.3% | $5,851-90.1% |
| Admin fee / account holder | $1,306 | $10,521-87.6% | $7,743-83.1% | $11,598-88.7% |