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 | $67,248 | $165,361-59.3% | $149,715-55.1% | $158,950-57.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 2.18% | 348.24%-346.1pp | 276.66%-274.5pp | 302.91%-300.7pp |
| Employer contribution / active EE | $1,637 | $5,103-67.9% | $4,645-64.8% | $4,762-65.6% |
| Participant deferral / active EE | $405 | $7,182-94.4% | $6,842-94.1% | $5,983-93.2% |
| Admin fee / account holder | $17,777 | $10,808+64.5% | $9,310+91.0% | $11,248+58.0% |