Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,676 | $154,228-85.9% | $145,433-85.1% | $137,256-84.2% |
| Participation rate | 30.8% | 83.8%-53.0pp | 82.1%-51.4pp | 80.0%-49.2pp |
| Annual return | 9.97% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,355 | $8,216-83.5% | $7,897-82.8% | $6,407-78.8% |
| Admin fee / account holder | $10,953 | $14,344-23.6% | $13,129-16.6% | $12,270-10.7% |