Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,028 | $89,532-76.5% | $103,447-79.7% | $80,925-74.0% |
| Participation rate | 63.2% | 76.0%-12.9pp | 80.5%-17.4pp | 67.7%-4.5pp |
| Annual return | 9.73% | 22.80%-13.1pp | 23.92%-14.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,135 | $4,023-71.8% | $4,678-75.7% | $2,756-58.8% |
| Participant deferral / active EE | $1,594 | $5,459-70.8% | $6,624-75.9% | $4,299-62.9% |
| Admin fee / account holder | $3,051 | $6,774-55.0% | $9,415-67.6% | $6,940-56.0% |