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 | $30,837 | $86,949-64.5% | $102,460-69.9% | $80,959-61.9% |
| Participation rate | 58.3% | 72.4%-14.1pp | 76.5%-18.2pp | 67.7%-9.3pp |
| Annual return | 9.89% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,567 | $4,121-62.0% | $5,056-69.0% | $4,300-63.6% |
| Admin fee / account holder | $857 | $8,048-89.3% | $9,460-90.9% | $6,925-87.6% |