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 | $30,134 | $27,924+7.9% | $58,544-48.5% | $75,181-59.9% |
| Participation rate | 15.6% | 38.8%-23.3pp | 50.9%-35.3pp | 67.2%-51.6pp |
| Annual return | 12.98% | 44.20%-31.2pp | 4249.56%-4236.6pp | 160.69%-147.7pp |
| Employer contribution / active EE | $173 | $669-74.1% | $1,053-83.6% | $2,671-93.5% |
| Participant deferral / active EE | $188 | $1,202-84.4% | $1,923-90.2% | $4,126-95.4% |
| Admin fee / account holder | $1,022 | $1,726-40.8% | $2,520-59.4% | $5,650-81.9% |