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 | $40,640 | $148,629-72.7% | $135,982-70.1% | $139,487-70.9% |
| Participation rate | 35.7% | 83.9%-48.2pp | 81.9%-46.2pp | 80.3%-44.6pp |
| Annual return | 8.96% | 79.33%-70.4pp | 68.32%-59.4pp | 373.84%-364.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,143 | $8,102-85.9% | $7,760-85.3% | $6,713-83.0% |
| Admin fee / account holder | $32,257 | $12,406+160.0% | $10,767+199.6% | $11,407+182.8% |