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 | $85,934 | $102,663-16.3% | $86,216-0.3% | $139,466-38.4% |
| Participation rate | 43.8% | 74.5%-30.8pp | 69.0%-25.2pp | 80.3%-36.6pp |
| Annual return | 3.88% | 1924.52%-1920.6pp | 1169.42%-1165.5pp | 373.66%-369.8pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $930 | $4,677-80.1% | $3,986-76.7% | $6,712-86.1% |
| Admin fee / account holder | $18,502 | $8,663+113.6% | $6,853+170.0% | $11,409+62.2% |