Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,299 | $160,070-67.3% | $147,117-64.5% | $145,897-64.2% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 9.50% | 98.69%-89.2pp | 420.54%-411.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,277 | $5,285-75.8% | $4,932-74.1% | $4,663-72.6% |
| Participant deferral / active EE | $2,430 | $8,419-71.1% | $8,065-69.9% | $6,689-63.7% |
| Admin fee / account holder | $4,157 | $15,035-72.4% | $12,993-68.0% | $13,390-69.0% |