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 | $32,867 | $157,304-79.1% | $141,197-76.7% | $152,909-78.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 12.32% | 64.34%-52.0pp | 71.41%-59.1pp | 345.46%-333.1pp |
| Employer contribution / active EE | $948 | $5,263-82.0% | $4,736-80.0% | $4,764-80.1% |
| Participant deferral / active EE | $2,009 | $7,111-71.7% | $6,710-70.1% | $5,851-65.7% |
| Admin fee / account holder | $593 | $12,126-95.1% | $10,265-94.2% | $11,601-94.9% |