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 | $28,629 | $57,305-50.0% | $86,640-67.0% | $75,173-61.9% |
| Participation rate | 21.9% | 63.2%-41.3pp | 71.7%-49.8pp | 67.2%-45.3pp |
| Annual return | 8.10% | 2674.24%-2666.1pp | 592.52%-584.4pp | 160.72%-152.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $518 | $3,320-84.4% | $4,438-88.3% | $4,126-87.4% |
| Admin fee / account holder | $1,767 | $4,116-57.1% | $5,616-68.5% | $5,651-68.7% |