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 | $70,450 | $63,809+10.4% | $81,353-13.4% | $80,935-13.0% |
| Participation rate | 19.2% | 63.9%-44.7pp | 69.5%-50.3pp | 67.7%-48.4pp |
| Annual return | 9.50% | 16.37%-6.9pp | 24.82%-15.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $566 | $3,093-81.7% | $3,885-85.4% | $4,299-86.8% |
| Admin fee / account holder | $375 | $5,686-93.4% | $5,766-93.5% | $6,924-94.6% |