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 | $25,623 | $48,314-47.0% | $67,561-62.1% | $80,925-68.3% |
| Participation rate | 27.1% | 66.4%-39.3pp | 72.9%-45.8pp | 67.7%-40.5pp |
| Annual return | 7.89% | 18.28%-10.4pp | 3525.44%-3517.6pp | 35.65%-27.8pp |
| Employer contribution / active EE | $377 | $2,022-81.4% | $2,735-86.2% | $2,756-86.3% |
| Participant deferral / active EE | $615 | $2,927-79.0% | $4,003-84.6% | $4,299-85.7% |
| Admin fee / account holder | $6,190 | $3,690+67.8% | $4,006+54.5% | $6,940-10.8% |