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 | $20,131 | $48,118-58.2% | $136,833-85.3% | $94,015-78.6% |
| Participation rate | 10.0% | 47.4%-37.4pp | 59.0%-49.0pp | 70.8%-60.8pp |
| Annual return | 9.96% | 14.65%-4.7pp | 35.32%-25.4pp | 17.84%-7.9pp |
| Employer contribution / active EE | $144 | $821-82.5% | $1,319-89.1% | $2,790-94.8% |
| Participant deferral / active EE | $280 | $1,651-83.1% | $2,441-88.5% | $4,249-93.4% |
| Admin fee / account holder | $15,706 | $3,059+413.4% | $4,706+233.8% | $8,951+75.5% |