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 | $16,631 | $55,713-70.1% | $75,901-78.1% | $72,975-77.2% |
| Participation rate | 32.3% | 61.1%-28.9pp | 69.3%-37.0pp | 69.5%-37.2pp |
| Annual return | 7.51% | 27.60%-20.1pp | 30.76%-23.3pp | 81.01%-73.5pp |
| Employer contribution / active EE | $589 | $1,687-65.1% | $2,501-76.4% | $2,440-75.9% |
| Participant deferral / active EE | $812 | $2,634-69.2% | $3,603-77.5% | $3,608-77.5% |
| Admin fee / account holder | $1,480 | $3,980-62.8% | $5,420-72.7% | $5,124-71.1% |