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 | $64,832 | $196,972-67.1% | $182,262-64.4% | $198,609-67.4% |
| Participation rate | 63.6% | 85.7%-22.1pp | 84.2%-20.6pp | 82.4%-18.7pp |
| Annual return | 3.73% | 158.27%-154.5pp | 140.60%-136.9pp | 202.70%-199.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,271 | $8,643-85.3% | $8,276-84.6% | $6,977-81.8% |
| Admin fee / account holder | $26,372 | $18,429+43.1% | $16,712+57.8% | $19,030+38.6% |