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 | $41,732 | $183,592-77.3% | $155,574-73.2% | $145,877-71.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.52% | 61.37%-53.9pp | 64.87%-57.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,119 | $5,317-79.0% | $4,676-76.1% | $4,663-76.0% |
| Participant deferral / active EE | $1,625 | $6,466-74.9% | $5,629-71.1% | $6,691-75.7% |
| Admin fee / account holder | $61,714 | $19,316+219.5% | $15,914+287.8% | $13,402+360.5% |