Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,220 | $114,119-78.8% | $107,187-77.4% | $138,895-82.6% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.0%-36.9pp | 79.9%-41.8pp |
| Annual return | 8.89% | 273.21%-264.3pp | 204.55%-195.7pp | 145.39%-136.5pp |
| Employer contribution / active EE | $971 | $4,059-76.1% | $3,782-74.3% | $4,194-76.9% |
| Participant deferral / active EE | $1,158 | $5,538-79.1% | $5,096-77.3% | $6,396-81.9% |
| Admin fee / account holder | $25,048 | $10,024+149.9% | $9,162+173.4% | $12,562+99.4% |