Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,545 | $159,978-77.2% | $147,041-75.1% | $145,978-75.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.52% | 98.36%-91.8pp | 419.21%-412.7pp | 550.52%-544.0pp |
| Employer contribution / active EE | $1,301 | $5,288-75.4% | $4,935-73.6% | $4,662-72.1% |
| Participant deferral / active EE | $1,567 | $8,429-81.4% | $8,071-80.6% | $6,690-76.6% |
| Admin fee / account holder | $5,557 | $15,053-63.1% | $13,006-57.3% | $13,400-58.5% |