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 | $68,492 | $95,406-28.2% | $185,849-63.1% | $85,847-20.2% |
| Participation rate | 7.6% | 68.8%-61.2pp | 81.7%-74.1pp | 69.3%-61.7pp |
| Annual return | 10.47% | 23.59%-13.1pp | 122.10%-111.6pp | 318.61%-308.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $440 | $3,424-87.1% | $5,569-92.1% | $3,952-88.9% |
| Admin fee / account holder | $3,370 | $7,214-53.3% | $16,244-79.3% | $6,261-46.2% |