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 | $62,877 | $56,047+12.2% | $98,716-36.3% | $79,634-21.0% |
| Participation rate | 16.8% | 54.6%-37.8pp | 69.3%-52.5pp | 62.5%-45.7pp |
| Annual return | 8.95% | 17.58%-8.6pp | 31.81%-22.9pp | 36.46%-27.5pp |
| Employer contribution / active EE | $186 | $1,237-85.0% | $2,279-91.8% | $2,529-92.6% |
| Participant deferral / active EE | $333 | $2,469-86.5% | $4,048-91.8% | $3,835-91.3% |
| Admin fee / account holder | $15,354 | $1,512+915.4% | $8,703+76.4% | $1,002+1432.4% |