Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,421 | $76,407-77.2% | $150,298-88.4% | $82,448-78.9% |
| Participation rate | 24.0% | 66.4%-42.4pp | 77.8%-53.8pp | 68.1%-44.1pp |
| Annual return | 10.58% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $333 | $2,614-87.3% | $4,154-92.0% | $2,551-87.0% |
| Participant deferral / active EE | $566 | $3,214-82.4% | $5,453-89.6% | $4,139-86.3% |
| Admin fee / account holder | $2,255 | $6,352-64.5% | $14,116-84.0% | $7,234-68.8% |