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 | $53,324 | $129,737-58.9% | $119,126-55.2% | $154,746-65.5% |
| Participation rate | 41.7% | 78.9%-37.2pp | 75.8%-34.1pp | 80.7%-39.0pp |
| Annual return | 8.65% | 379.08%-370.4pp | 282.11%-273.5pp | 172.34%-163.7pp |
| Employer contribution / active EE | $6,200 | $4,375+41.7% | $4,034+53.7% | $4,379+41.6% |
| Participant deferral / active EE | $1,390 | $5,842-76.2% | $5,318-73.9% | $6,730-79.3% |
| Admin fee / account holder | $1,057 | $11,961-91.2% | $10,693-90.1% | $14,365-92.6% |