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 | $49,969 | $160,028-68.8% | $147,080-66.0% | $145,884-65.7% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 6.58% | 98.60%-92.0pp | 420.17%-413.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $1,157 | $5,286-78.1% | $4,933-76.6% | $4,662-75.2% |
| Participant deferral / active EE | $2,527 | $8,422-70.0% | $8,066-68.7% | $6,690-62.2% |
| Admin fee / account holder | $5,944 | $15,030-60.5% | $12,989-54.2% | $13,392-55.6% |