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 | $29,796 | $81,331-63.4% | $155,534-80.8% | $80,935-63.2% |
| Participation rate | 7.3% | 66.3%-58.9pp | 78.2%-70.9pp | 67.7%-60.3pp |
| Annual return | 7.94% | 33.37%-25.4pp | 64.92%-57.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $718 | $3,105-76.9% | $4,675-84.6% | $2,757-74.0% |
| Participant deferral / active EE | $741 | $3,454-78.5% | $5,630-86.8% | $4,299-82.8% |
| Admin fee / account holder | $2,203 | $7,999-72.5% | $15,900-86.1% | $6,924-68.2% |