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 | $43,996 | $157,276-72.0% | $141,177-68.8% | $152,885-71.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | -0.83% | 64.33%-65.2pp | 71.40%-72.2pp | 345.39%-346.2pp |
| Employer contribution / active EE | $1,157 | $5,262-78.0% | $4,736-75.6% | $4,763-75.7% |
| Participant deferral / active EE | $1,646 | $7,110-76.9% | $6,710-75.5% | $5,851-71.9% |
| Admin fee / account holder | $673 | $12,123-94.4% | $10,263-93.4% | $11,598-94.2% |