Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,136 | $162,136-82.0% | $152,301-80.9% | $154,746-81.2% |
| Participation rate | 64.7% | 84.1%-19.4pp | 82.4%-17.7pp | 80.7%-16.0pp |
| Annual return | 10.81% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,419 | $4,890-71.0% | $4,624-69.3% | $4,379-67.6% |
| Participant deferral / active EE | $2,562 | $8,341-69.3% | $8,004-68.0% | $6,730-61.9% |
| Admin fee / account holder | $314 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |