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 | $19,095 | $93,064-79.5% | $74,577-74.4% | $273,972-93.0% |
| Participation rate | 42.9% | 74.9%-32.1pp | 68.1%-25.3pp | 83.0%-40.2pp |
| Annual return | 1.17% | 26.18%-25.0pp | 20.47%-19.3pp | 41.46%-40.3pp |
| Employer contribution / active EE | $289 | $3,160-90.9% | $2,525-88.6% | $4,869-94.1% |
| Participant deferral / active EE | $426 | $4,160-89.8% | $3,458-87.7% | $5,287-91.9% |
| Admin fee / account holder | $6,988 | $5,273+32.5% | $4,138+68.9% | $10,133-31.0% |