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 | $50,066 | $209,874-76.1% | $189,537-73.6% | $167,536-70.1% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 7.04% | 748.61%-741.6pp | 555.34%-548.3pp | 478.82%-471.8pp |
| Employer contribution / active EE | $1,599 | $6,913-76.9% | $6,161-74.1% | $4,839-67.0% |
| Participant deferral / active EE | $1,661 | $8,934-81.4% | $8,220-79.8% | $6,342-73.8% |
| Admin fee / account holder | $3,322 | $14,299-76.8% | $12,048-72.4% | $12,315-73.0% |