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 | $108,361 | $102,635+5.6% | $86,209+25.7% | $139,456-22.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 0.20% | 1923.53%-1923.3pp | 1169.05%-1168.9pp | 373.45%-373.3pp |
| Employer contribution / active EE | $609 | $3,034-79.9% | $2,381-74.4% | $4,753-87.2% |
| Participant deferral / active EE | $774 | $4,677-83.4% | $3,986-80.6% | $6,711-88.5% |
| Admin fee / account holder | $1,656 | $8,661-80.9% | $6,853-75.8% | $11,407-85.5% |