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 | $46,422 | $100,060-53.6% | $149,721-69.0% | $70,126-33.8% |
| Participation rate | 65.0% | 83.6%-18.6pp | 87.1%-22.1pp | 69.5%-4.5pp |
| Annual return | 7.41% | 27.46%-20.1pp | 1501.67%-1494.3pp | 73.15%-65.7pp |
| Employer contribution / active EE | $1,364 | $3,661-62.8% | $5,444-75.0% | $2,343-41.8% |
| Participant deferral / active EE | $1,994 | $4,982-60.0% | $6,568-69.6% | $3,332-40.1% |
| Admin fee / account holder | $2,027 | $8,285-75.5% | $11,282-82.0% | $4,645-56.4% |