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 | $24,617 | $77,638-68.3% | $156,551-84.3% | $62,881-60.9% |
| Participation rate | 41.9% | 71.2%-29.3pp | 84.0%-42.1pp | 69.3%-27.4pp |
| Annual return | 2.52% | 50.33%-47.8pp | 32.23%-29.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $704 | $3,444-79.6% | $5,501-87.2% | $2,281-69.1% |
| Participant deferral / active EE | $795 | $3,046-73.9% | $4,871-83.7% | $3,203-75.2% |
| Admin fee / account holder | $1,846 | $5,561-66.8% | $13,028-85.8% | $4,296-57.0% |