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 | $27,245 | $76,551-64.4% | $123,894-78.0% | $62,881-56.7% |
| Participation rate | 63.1% | 73.0%-9.9pp | 81.4%-18.3pp | 69.3%-6.2pp |
| Annual return | 5.70% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,882 | $4,840-61.1% | $5,984-68.5% | $3,203-41.2% |
| Admin fee / account holder | $4,018 | $4,826-16.7% | $8,357-51.9% | $4,296-6.5% |