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 | $66,558 | $101,653-34.5% | $147,080-54.7% | $74,459-10.6% |
| Participation rate | 51.5% | 75.6%-24.1pp | 82.2%-30.7pp | 67.2%-15.7pp |
| Annual return | 10.89% | 8754.98%-8744.1pp | 420.17%-409.3pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $1,620 | $3,813-57.5% | $4,933-67.2% | $2,626-38.3% |
| Participant deferral / active EE | $3,111 | $7,304-57.4% | $8,066-61.4% | $4,350-28.5% |
| Admin fee / account holder | $7,192 | $1,752+310.6% | $12,989-44.6% | $1,945+269.8% |