Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,057 | $59,467+1.0% | $93,727-35.9% | $74,478-19.4% |
| Participation rate | 35.9% | 59.6%-23.7pp | 68.7%-32.8pp | 67.2%-31.3pp |
| Annual return | 10.16% | 82.14%-72.0pp | 133.83%-123.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $392 | $1,267-69.1% | $2,421-83.8% | $2,626-85.1% |
| Participant deferral / active EE | $1,196 | $3,052-60.8% | $4,417-72.9% | $4,350-72.5% |
| Admin fee / account holder | $7,877 | $3,028+160.1% | $8,292-5.0% | $1,946+304.8% |