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 | $71,352 | $88,203-19.1% | $165,100-56.8% | $74,478-4.2% |
| Participation rate | 38.2% | 73.1%-34.9pp | 78.6%-40.4pp | 67.2%-29.0pp |
| Annual return | 11.00% | 17.13%-6.1pp | 70.21%-59.2pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $871 | $2,601-66.5% | $4,348-80.0% | $2,626-66.8% |
| Participant deferral / active EE | $1,593 | $4,505-64.6% | $6,035-73.6% | $4,350-63.4% |
| Admin fee / account holder | $4,795 | $2,235+114.6% | $12,696-62.2% | $1,946+146.4% |