Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,520 | $110,379-78.7% | $102,412-77.0% | $145,884-83.9% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 7.02% | 24.84%-17.8pp | 24.94%-17.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $909 | $4,216-78.4% | $3,870-76.5% | $4,662-80.5% |
| Participant deferral / active EE | $1,374 | $5,622-75.6% | $5,060-72.8% | $6,690-79.5% |
| Admin fee / account holder | $1,941 | $9,745-80.1% | $8,388-76.9% | $13,392-85.5% |