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 | $53,629 | $101,653-47.2% | $147,080-63.5% | $74,459-28.0% |
| Participation rate | 39.0% | 75.6%-36.5pp | 82.2%-43.2pp | 67.2%-28.2pp |
| Annual return | 9.82% | 8754.98%-8745.2pp | 420.17%-410.4pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $1,455 | $3,813-61.8% | $4,933-70.5% | $2,626-44.6% |
| Participant deferral / active EE | $2,412 | $7,304-67.0% | $8,066-70.1% | $4,350-44.5% |
| Admin fee / account holder | $25,587 | $1,752+1360.9% | $12,989+97.0% | $1,945+1215.7% |