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 | $27,958 | $85,766-67.4% | $136,298-79.5% | $70,126-60.1% |
| Participation rate | 61.3% | 74.2%-12.9pp | 81.9%-20.6pp | 69.5%-8.2pp |
| Annual return | 11.39% | 31.46%-20.1pp | 5156.27%-5144.9pp | 73.15%-61.8pp |
| Employer contribution / active EE | $708 | $2,966-76.1% | $4,696-84.9% | $2,343-69.8% |
| Participant deferral / active EE | $1,807 | $5,051-64.2% | $6,247-71.1% | $3,332-45.8% |
| Admin fee / account holder | $6,620 | $5,421+22.1% | $9,244-28.4% | $4,645+42.5% |