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 | $30,916 | $77,638-60.2% | $156,551-80.3% | $62,881-50.8% |
| Participation rate | 36.4% | 71.2%-34.8pp | 84.0%-47.7pp | 69.3%-32.9pp |
| Annual return | 4.04% | 50.33%-46.3pp | 32.23%-28.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $507 | $3,444-85.3% | $5,501-90.8% | $2,281-77.8% |
| Participant deferral / active EE | $765 | $3,046-74.9% | $4,871-84.3% | $3,203-76.1% |
| Admin fee / account holder | $2,247 | $5,561-59.6% | $13,028-82.8% | $4,296-47.7% |