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 | $34,367 | $184,000-81.3% | $162,185-78.8% | $152,909-77.5% |
| Participation rate | 26.7% | 88.5%-61.8pp | 87.6%-60.9pp | 82.5%-55.8pp |
| Annual return | 12.48% | 150.80%-138.3pp | 115.61%-103.1pp | 345.46%-333.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,640 | $8,033-79.6% | $7,297-77.5% | $5,851-72.0% |
| Admin fee / account holder | $28,799 | $13,124+119.4% | $10,844+165.6% | $11,601+148.2% |