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 | $25,600 | $56,894-55.0% | $84,753-69.8% | $62,881-59.3% |
| Participation rate | 27.5% | 68.5%-41.0pp | 76.6%-49.1pp | 69.3%-41.8pp |
| Annual return | 2.18% | 6.30%-4.1pp | 22.78%-20.6pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $660 | $2,709-75.6% | $3,712-82.2% | $3,203-79.4% |
| Admin fee / account holder | $483 | $3,581-86.5% | $5,333-91.0% | $4,296-88.8% |