Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $62,640 | $54,690+14.5% | $76,030-17.6% | $74,478-15.9% |
| Participation rate | 16.5% | 60.3%-43.8pp | 69.1%-52.5pp | 67.2%-50.7pp |
| Annual return | 10.19% | 31.92%-21.7pp | 361.54%-351.3pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $542 | $1,781-69.6% | $2,688-79.8% | $2,626-79.4% |
| Participant deferral / active EE | $724 | $3,070-76.4% | $4,257-83.0% | $4,350-83.4% |
| Admin fee / account holder | $3,106 | $2,240+38.7% | $6,421-51.6% | $1,946+59.6% |