Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,909 | $81,358-74.3% | $155,556-86.6% | $80,959-74.2% |
| Participation rate | 20.5% | 66.3%-45.8pp | 78.2%-57.7pp | 67.7%-47.2pp |
| Annual return | 9.14% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $441 | $3,106-85.8% | $4,675-90.6% | $2,757-84.0% |
| Participant deferral / active EE | $625 | $3,455-81.9% | $5,631-88.9% | $4,300-85.5% |
| Admin fee / account holder | $1,967 | $7,994-75.4% | $15,885-87.6% | $6,925-71.6% |