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 | $63,057 | $176,077-64.2% | $159,455-60.5% | $167,518-62.4% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 4.90% | 331.83%-326.9pp | 263.63%-258.7pp | 478.71%-473.8pp |
| Employer contribution / active EE | $1,401 | $5,298-73.5% | $4,830-71.0% | $4,838-71.0% |
| Participant deferral / active EE | $1,940 | $7,751-75.0% | $7,353-73.6% | $6,342-69.4% |
| Admin fee / account holder | $12,804 | $12,556+2.0% | $10,800+18.6% | $12,312+4.0% |