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 | $70,958 | $100,004-29.0% | $81,438-12.9% | $145,959-51.4% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 6.94% | 34.34%-27.4pp | 24.74%-17.8pp | 561.95%-555.0pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $325 | $4,603-92.9% | $3,883-91.6% | $6,689-95.1% |
| Admin fee / account holder | $12,497 | $8,202+52.4% | $5,764+116.8% | $13,398-6.7% |