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 | $69,784 | $154,228-54.8% | $145,433-52.0% | $137,256-49.2% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | -3.69% | 74.59%-78.3pp | 66.58%-70.3pp | 220.34%-224.0pp |
| Employer contribution / active EE | $1,996 | $4,804-58.4% | $4,554-56.2% | $4,156-52.0% |
| Participant deferral / active EE | $1,996 | $8,216-75.7% | $7,897-74.7% | $6,407-68.8% |
| Admin fee / account holder | $197,379 | $14,344+1276.1% | $13,129+1403.4% | $12,270+1508.6% |