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 | $50,678 | $165,399-69.4% | $149,745-66.2% | $158,982-68.1% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 6.71% | 348.34%-341.6pp | 276.72%-270.0pp | 302.99%-296.3pp |
| Employer contribution / active EE | $1,285 | $5,105-74.8% | $4,646-72.3% | $4,763-73.0% |
| Participant deferral / active EE | $1,545 | $7,183-78.5% | $6,843-77.4% | $5,983-74.2% |
| Admin fee / account holder | $15,949 | $10,811+47.5% | $9,312+71.3% | $11,252+41.7% |