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 | $28,223 | $49,025-42.4% | $87,502-67.7% | $62,881-55.1% |
| Participation rate | 32.1% | 64.9%-32.7pp | 73.8%-41.7pp | 69.3%-37.2pp |
| Annual return | 3.56% | 10.02%-6.5pp | 12.21%-8.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $465 | $1,372-66.1% | $2,550-81.8% | $2,281-79.6% |
| Participant deferral / active EE | $666 | $2,289-70.9% | $3,149-78.9% | $3,203-79.2% |
| Admin fee / account holder | $1,131 | $4,065-72.2% | $4,221-73.2% | $4,296-73.7% |