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 | $23,566 | $56,894-58.6% | $84,753-72.2% | $62,881-62.5% |
| Participation rate | 63.2% | 68.5%-5.3pp | 76.6%-13.4pp | 69.3%-6.1pp |
| Annual return | 4.19% | 6.30%-2.1pp | 22.78%-18.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,142 | $2,400-52.4% | $3,574-68.1% | $2,281-49.9% |
| Participant deferral / active EE | $980 | $2,709-63.8% | $3,712-73.6% | $3,203-69.4% |
| Admin fee / account holder | $2,763 | $3,581-22.8% | $5,333-48.2% | $4,296-35.7% |