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 | $30,695 | $65,423-53.1% | $98,477-68.8% | $85,856-64.2% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.3%-36.0pp |
| Annual return | 10.01% | 21.76%-11.7pp | 1493.59%-1483.6pp | 318.58%-308.6pp |
| Employer contribution / active EE | $388 | $2,168-82.1% | $2,961-86.9% | $2,565-84.9% |
| Participant deferral / active EE | $798 | $3,167-74.8% | $4,276-81.3% | $3,952-79.8% |
| Admin fee / account holder | $1,116 | $4,594-75.7% | $5,951-81.2% | $6,261-82.2% |