Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,059 | $160,028-88.1% | $147,080-87.0% | $145,884-86.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 9.06% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,266 | $5,286-76.0% | $4,933-74.3% | $4,662-72.8% |
| Participant deferral / active EE | $1,749 | $8,422-79.2% | $8,066-78.3% | $6,690-73.9% |
| Admin fee / account holder | $2,511 | $15,030-83.3% | $12,989-80.7% | $13,392-81.3% |