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 | $59,564 | $180,749-67.0% | $160,784-63.0% | $137,256-56.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 6.89% | 2234.46%-2227.6pp | 1803.92%-1797.0pp | 220.34%-213.5pp |
| Employer contribution / active EE | $1,005 | $4,155-75.8% | $3,733-73.1% | $4,156-75.8% |
| Participant deferral / active EE | $1,005 | $6,844-85.3% | $6,293-84.0% | $6,407-84.3% |
| Admin fee / account holder | $42,091 | $10,397+304.8% | $9,717+333.2% | $12,270+243.0% |