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 | $55,009 | $175,231-68.6% | $149,696-63.3% | $139,466-60.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 7.19% | 166.77%-159.6pp | 134.46%-127.3pp | 373.66%-366.5pp |
| Employer contribution / active EE | $1,137 | $5,478-79.2% | $4,821-76.4% | $4,754-76.1% |
| Participant deferral / active EE | $308 | $6,521-95.3% | $5,682-94.6% | $6,712-95.4% |
| Admin fee / account holder | $1,381 | $16,155-91.4% | $13,212-89.5% | $11,409-87.9% |