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 | $19,207 | $63,773-69.9% | $81,286-76.4% | $80,925-76.3% |
| Participation rate | 30.8% | 63.9%-33.1pp | 69.5%-38.8pp | 67.7%-36.9pp |
| Annual return | -0.84% | 16.37%-17.2pp | 24.80%-25.6pp | 35.65%-36.5pp |
| Employer contribution / active EE | $543 | $1,979-72.6% | $2,463-77.9% | $2,756-80.3% |
| Participant deferral / active EE | $558 | $3,093-82.0% | $3,883-85.6% | $4,299-87.0% |
| Admin fee / account holder | $4,886 | $5,682-14.0% | $5,764-15.2% | $6,940-29.6% |