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 | $72,247 | $65,862+9.7% | $124,693-42.1% | $79,391-9.0% |
| Participation rate | 24.2% | 62.2%-38.0pp | 74.6%-50.4pp | 70.7%-46.5pp |
| Annual return | 9.41% | 19.02%-9.6pp | 5144.19%-5134.8pp | 116.88%-107.5pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $808 | $2,772-70.8% | $4,615-82.5% | $4,046-80.0% |
| Admin fee / account holder | $21,900 | $673+3155.3% | $7,494+192.2% | $627+3395.5% |