Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,857 | $165,361-65.0% | $149,715-61.4% | $158,950-63.6% |
| Participation rate | 14.3% | 84.6%-70.3pp | 82.5%-68.2pp | 82.0%-67.7pp |
| Annual return | 2.76% | 348.24%-345.5pp | 276.66%-273.9pp | 302.91%-300.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,843 | $7,182-74.3% | $6,842-73.1% | $5,983-69.2% |
| Admin fee / account holder | $21,443 | $10,808+98.4% | $9,310+130.3% | $11,248+90.6% |