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 | $33,304 | $160,040-79.2% | $147,096-77.4% | $145,877-77.2% |
| Participation rate | 40.9% | 84.0%-43.1pp | 82.2%-41.3pp | 80.3%-39.4pp |
| Annual return | 8.09% | 98.49%-90.4pp | 419.75%-411.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,321 | $5,289-75.0% | $4,936-73.2% | $4,663-71.7% |
| Participant deferral / active EE | $1,910 | $8,429-77.3% | $8,071-76.3% | $6,691-71.5% |
| Admin fee / account holder | $13,182 | $15,050-12.4% | $13,005+1.4% | $13,402-1.6% |