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 | $18,127 | $41,016-55.8% | $152,093-88.1% | $64,097-71.7% |
| Participation rate | 37.5% | 51.3%-13.8pp | 77.8%-40.3pp | 55.2%-17.7pp |
| Annual return | 3.82% | 39.60%-35.8pp | 66.36%-62.5pp | 34.64%-30.8pp |
| Employer contribution / active EE | $520 | $1,342-61.2% | $4,175-87.5% | $1,891-72.5% |
| Participant deferral / active EE | $548 | $1,927-71.6% | $5,451-89.9% | $3,080-82.2% |
| Admin fee / account holder | $1,369 | $2,305-40.6% | $14,497-90.6% | $3,454-60.4% |