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 | $26,077 | $154,228-83.1% | $145,433-82.1% | $137,256-81.0% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 5.81% | 74.59%-68.8pp | 66.58%-60.8pp | 220.34%-214.5pp |
| Employer contribution / active EE | $951 | $4,804-80.2% | $4,554-79.1% | $4,156-77.1% |
| Participant deferral / active EE | $1,189 | $8,216-85.5% | $7,897-84.9% | $6,407-81.4% |
| Admin fee / account holder | $100,075 | $14,344+597.7% | $13,129+662.2% | $12,270+715.6% |