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 | $75,909 | $209,422-63.8% | $178,503-57.5% | $158,982-52.3% |
| Participation rate | 31.3% | 86.4%-55.1pp | 81.9%-50.7pp | 82.0%-50.7pp |
| Annual return | 4.15% | 188.81%-184.7pp | 151.12%-147.0pp | 302.99%-298.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $238 | $5,955-96.0% | $5,202-95.4% | $5,983-96.0% |
| Admin fee / account holder | $1,858 | $17,079-89.1% | $13,987-86.7% | $11,252-83.5% |