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 | $63,601 | $185,856-65.8% | $170,028-62.6% | $139,456-54.4% |
| Participation rate | 64.3% | 87.8%-23.5pp | 87.0%-22.7pp | 80.3%-16.0pp |
| Annual return | 9.67% | 60.52%-50.8pp | 53.39%-43.7pp | 373.45%-363.8pp |
| Employer contribution / active EE | $2,710 | $7,593-64.3% | $6,788-60.1% | $4,753-43.0% |
| Participant deferral / active EE | $2,783 | $11,623-76.1% | $10,409-73.3% | $6,711-58.5% |
| Admin fee / account holder | $26,060 | $15,387+69.4% | $12,820+103.3% | $11,407+128.5% |