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 | $63,652 | $51,606+23.3% | $129,339-50.8% | $80,911-21.3% |
| Participation rate | 5.6% | 57.0%-51.4pp | 69.6%-64.1pp | 67.6%-62.1pp |
| Annual return | 6.19% | 20.76%-14.6pp | 9437.05%-9430.9pp | 35.63%-29.4pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $120 | $2,669-95.5% | $4,170-97.1% | $4,297-97.2% |
| Admin fee / account holder | $4,238 | $4,310-1.7% | $7,668-44.7% | $6,935-38.9% |