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 | $70,757 | $58,234+21.5% | $81,783-13.5% | $80,874-12.5% |
| Participation rate | 13.6% | 63.4%-49.8pp | 72.4%-58.7pp | 67.6%-54.0pp |
| Annual return | 7.56% | 41.70%-34.1pp | 775.05%-767.5pp | 35.62%-28.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $436 | $3,283-86.7% | $4,320-89.9% | $4,297-89.9% |
| Admin fee / account holder | $24,873 | $4,982+399.3% | $7,380+237.0% | $6,935+258.6% |