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 | $37,590 | $197,637-81.0% | $177,848-78.9% | $158,982-76.4% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.7%-29.4pp | 82.0%-23.6pp |
| Annual return | 4.73% | 58.77%-54.0pp | 48.33%-43.6pp | 302.99%-298.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,723 | $8,405-79.5% | $7,714-77.7% | $5,983-71.2% |
| Admin fee / account holder | $1,718 | $15,406-88.9% | $12,431-86.2% | $11,252-84.7% |