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 | $47,857 | $183,988-74.0% | $162,177-70.5% | $152,897-68.7% |
| Participation rate | 36.4% | 88.5%-52.1pp | 87.6%-51.2pp | 82.5%-46.1pp |
| Annual return | 5.20% | 150.79%-145.6pp | 115.60%-110.4pp | 345.43%-340.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $118 | $8,032-98.5% | $7,297-98.4% | $5,851-98.0% |
| Admin fee / account holder | $9,547 | $13,123-27.3% | $10,843-12.0% | $11,599-17.7% |