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 | $37,267 | $110,337-66.2% | $102,383-63.6% | $145,877-74.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 7.13% | 24.83%-17.7pp | 24.94%-17.8pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,415 | $4,216-66.4% | $3,870-63.4% | $4,663-69.7% |
| Participant deferral / active EE | $1,468 | $5,621-73.9% | $5,060-71.0% | $6,691-78.1% |
| Admin fee / account holder | $54,753 | $9,750+461.6% | $8,391+552.5% | $13,402+308.5% |