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 | $68,039 | $48,327+40.8% | $67,575+0.7% | $80,935-15.9% |
| Participation rate | 22.2% | 66.4%-44.2pp | 72.9%-50.7pp | 67.7%-45.4pp |
| Annual return | 9.01% | 18.31%-9.3pp | 3528.98%-3520.0pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $685 | $2,927-76.6% | $4,003-82.9% | $4,299-84.1% |
| Admin fee / account holder | $7,960 | $3,692+115.6% | $3,993+99.4% | $6,924+15.0% |