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 | $27,911 | $63,346-55.9% | $92,240-69.7% | $70,126-60.2% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 12.29% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $12,401 | $2,471+401.8% | $3,680+237.0% | $2,343+429.4% |
| Participant deferral / active EE | $118 | $2,854-95.8% | $3,897-97.0% | $3,332-96.4% |
| Admin fee / account holder | $12,504 | $3,841+225.6% | $5,194+140.7% | $4,645+169.2% |