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 | $28,560 | $76,551-62.7% | $123,894-76.9% | $62,881-54.6% |
| Participation rate | 40.6% | 73.0%-32.4pp | 81.4%-40.8pp | 69.3%-28.7pp |
| Annual return | 4.57% | 18.68%-14.1pp | 47.52%-42.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $556 | $2,882-80.7% | $4,617-87.9% | $2,281-75.6% |
| Participant deferral / active EE | $979 | $4,840-79.8% | $5,984-83.6% | $3,203-69.4% |
| Admin fee / account holder | $1,374 | $4,826-71.5% | $8,357-83.6% | $4,296-68.0% |