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 | $29,698 | $54,541-45.5% | $78,778-62.3% | $70,126-57.7% |
| Participation rate | 23.8% | 60.8%-37.0pp | 69.2%-45.4pp | 69.5%-45.7pp |
| Annual return | 7.57% | 21.07%-13.5pp | 35.62%-28.0pp | 73.15%-65.6pp |
| Employer contribution / active EE | $331 | $1,089-69.6% | $1,986-83.4% | $2,343-85.9% |
| Participant deferral / active EE | $872 | $2,210-60.6% | $2,958-70.5% | $3,332-73.8% |
| Admin fee / account holder | $446 | $3,709-88.0% | $5,134-91.3% | $4,645-90.4% |