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 | $31,329 | $57,590-45.6% | $86,233-63.7% | $82,448-62.0% |
| Participation rate | 13.3% | 57.9%-44.5pp | 69.0%-55.7pp | 68.1%-54.7pp |
| Annual return | 12.04% | 22.41%-10.4pp | 61.39%-49.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $263 | $1,655-84.1% | $2,504-89.5% | $2,551-89.7% |
| Participant deferral / active EE | $340 | $3,080-89.0% | $4,559-92.5% | $4,139-91.8% |
| Admin fee / account holder | $5,706 | $4,730+20.6% | $8,342-31.6% | $7,234-21.1% |