Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,386 | $178,174-61.1% | $156,181-55.6% | $137,256-49.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 5.63% | 84.19%-78.6pp | 64.87%-59.2pp | 220.34%-214.7pp |
| Employer contribution / active EE | $1,161 | $4,972-76.7% | $4,294-73.0% | $4,156-72.1% |
| Participant deferral / active EE | $1,969 | $6,888-71.4% | $6,132-67.9% | $6,407-69.3% |
| Admin fee / account holder | $1,450 | $17,404-91.7% | $14,586-90.1% | $12,270-88.2% |