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 | $65,375 | $105,198-37.9% | $159,455-59.0% | $85,856-23.9% |
| Participation rate | 55.1% | 75.8%-20.7pp | 82.8%-27.8pp | 69.3%-14.2pp |
| Annual return | 12.46% | 45.08%-32.6pp | 263.63%-251.2pp | 318.58%-306.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,888 | $5,946-68.2% | $7,353-74.3% | $3,952-52.2% |
| Admin fee / account holder | $4,393 | $6,934-36.7% | $10,800-59.3% | $6,261-29.8% |