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 | $17,799 | $52,306-66.0% | $69,779-74.5% | $62,881-71.7% |
| Participation rate | 63.6% | 67.2%-3.6pp | 71.8%-8.2pp | 69.3%-5.7pp |
| Annual return | 2.93% | 13.35%-10.4pp | 12.99%-10.1pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $771 | $2,395-67.8% | $2,931-73.7% | $3,203-75.9% |
| Admin fee / account holder | $349 | $3,691-90.5% | $4,381-92.0% | $4,296-91.9% |