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 | $24,767 | $85,766-71.1% | $136,298-81.8% | $70,126-64.7% |
| Participation rate | 27.5% | 74.2%-46.7pp | 81.9%-54.4pp | 69.5%-42.0pp |
| Annual return | 14.20% | 31.46%-17.3pp | 5156.27%-5142.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $829 | $2,966-72.0% | $4,696-82.3% | $2,343-64.6% |
| Participant deferral / active EE | $905 | $5,051-82.1% | $6,247-85.5% | $3,332-72.8% |
| Admin fee / account holder | $1,751 | $5,421-67.7% | $9,244-81.1% | $4,645-62.3% |