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 | $23,826 | $55,423-57.0% | $155,602-84.7% | $74,400-68.0% |
| Participation rate | 37.9% | 61.9%-24.0pp | 78.2%-40.3pp | 67.2%-29.3pp |
| Annual return | 10.01% | 269.07%-259.1pp | 64.81%-54.8pp | 1367.51%-1357.5pp |
| Employer contribution / active EE | $745 | $2,266-67.1% | $4,675-84.1% | $2,624-71.6% |
| Participant deferral / active EE | $312 | $2,835-89.0% | $5,629-94.5% | $4,348-92.8% |
| Admin fee / account holder | $1,635 | $1,744-6.3% | $15,923-89.7% | $1,944-15.9% |