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 | $31,998 | $102,595-68.8% | $94,057-66.0% | $154,746-79.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 4.44% | 583.42%-579.0pp | 480.62%-476.2pp | 172.34%-167.9pp |
| Employer contribution / active EE | $926 | $3,147-70.6% | $2,933-68.4% | $4,379-78.9% |
| Participant deferral / active EE | $926 | $5,118-81.9% | $4,709-80.3% | $6,730-86.2% |
| Admin fee / account holder | $165,984 | $7,736+2045.6% | $7,244+2191.2% | $14,365+1055.5% |