Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,173 | $43,749-60.7% | $158,223-89.1% | $65,306-73.7% |
| Participation rate | 25.1% | 56.9%-31.8pp | 79.2%-54.1pp | 57.7%-32.6pp |
| Annual return | 3.42% | 19.41%-16.0pp | 52.09%-48.7pp | 21.94%-18.5pp |
| Employer contribution / active EE | $343 | $1,497-77.1% | $4,109-91.7% | $1,967-82.6% |
| Participant deferral / active EE | $372 | $2,019-81.6% | $5,467-93.2% | $2,959-87.4% |
| Admin fee / account holder | $2,436 | $1,930+26.2% | $16,047-84.8% | $3,480-30.0% |