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 | $20,139 | $202,463-90.1% | $169,397-88.1% | $139,487-85.6% |
| Participation rate | 42.9% | 81.1%-38.3pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | 5.20% | 532.64%-527.4pp | 406.23%-401.0pp | 373.84%-368.6pp |
| Employer contribution / active EE | $847 | $4,694-81.9% | $4,013-78.9% | $4,755-82.2% |
| Participant deferral / active EE | $936 | $6,941-86.5% | $6,223-85.0% | $6,713-86.1% |
| Admin fee / account holder | $55,642 | $10,726+418.7% | $9,017+517.1% | $11,407+387.8% |