Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,688 | $172,111-79.3% | $150,298-76.3% | $137,256-74.0% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 4.79% | 69.37%-64.6pp | 62.79%-58.0pp | 220.34%-215.5pp |
| Employer contribution / active EE | $1,106 | $4,636-76.1% | $4,154-73.4% | $4,156-73.4% |
| Participant deferral / active EE | $1,526 | $6,166-75.3% | $5,453-72.0% | $6,407-76.2% |
| Admin fee / account holder | $44,711 | $16,471+171.5% | $14,116+216.7% | $12,270+264.4% |