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 | $40,487 | $68,394-40.8% | $94,672-57.2% | $75,177-46.1% |
| Participation rate | 60.0% | 76.1%-16.1pp | 80.8%-20.8pp | 67.2%-7.2pp |
| Annual return | 13.35% | 616.92%-603.6pp | 156.89%-143.5pp | 160.75%-147.4pp |
| Employer contribution / active EE | $650 | $2,701-75.9% | $3,673-82.3% | $2,671-75.7% |
| Participant deferral / active EE | $2,639 | $6,536-59.6% | $7,417-64.4% | $4,126-36.1% |
| Admin fee / account holder | $8,891 | $5,326+66.9% | $7,222+23.1% | $5,651+57.3% |