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 | $35,667 | $88,778-59.8% | $81,844-56.4% | $145,884-75.6% |
| Participation rate | 38.5% | 75.1%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 8.27% | 1033.03%-1024.8pp | 778.87%-770.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $441 | $3,087-85.7% | $2,916-84.9% | $4,662-90.5% |
| Participant deferral / active EE | $660 | $4,648-85.8% | $4,323-84.7% | $6,690-90.1% |
| Admin fee / account holder | $1,979 | $8,430-76.5% | $7,355-73.1% | $13,392-85.2% |