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 | $77,402 | $212,386-63.6% | $199,883-61.3% | $138,895-44.3% |
| Participation rate | 20.0% | 87.4%-67.4pp | 86.8%-66.8pp | 79.9%-59.9pp |
| Annual return | 4.37% | 47.75%-43.4pp | 43.81%-39.4pp | 145.39%-141.0pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $96 | $9,617-99.0% | $9,138-98.9% | $6,396-98.5% |
| Admin fee / account holder | $122,389 | $18,233+571.2% | $17,268+608.8% | $12,562+874.3% |