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 | $72,354 | $88,203-18.0% | $165,100-56.2% | $74,478-2.9% |
| Participation rate | 43.3% | 73.1%-29.9pp | 78.6%-35.4pp | 67.2%-24.0pp |
| Annual return | 9.97% | 17.13%-7.2pp | 70.21%-60.2pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $1,491 | $2,601-42.7% | $4,348-65.7% | $2,626-43.2% |
| Participant deferral / active EE | $2,082 | $4,505-53.8% | $6,035-65.5% | $4,350-52.1% |
| Admin fee / account holder | $15,155 | $2,235+578.1% | $12,696+19.4% | $1,946+678.8% |