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 | $30,879 | $165,361-81.3% | $149,715-79.4% | $158,950-80.6% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 2.62% | 348.24%-345.6pp | 276.66%-274.0pp | 302.91%-300.3pp |
| Employer contribution / active EE | $1,119 | $5,103-78.1% | $4,645-75.9% | $4,762-76.5% |
| Participant deferral / active EE | $2,022 | $7,182-71.9% | $6,842-70.5% | $5,983-66.2% |
| Admin fee / account holder | $346 | $10,808-96.8% | $9,310-96.3% | $11,248-96.9% |