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 | $160,884 | $102,385+57.1% | $147,080+9.4% | $80,935+98.8% |
| Participation rate | 22.9% | 75.9%-53.0pp | 82.2%-59.3pp | 67.7%-44.8pp |
| Annual return | 7.89% | 135.09%-127.2pp | 420.17%-412.3pp | 35.66%-27.8pp |
| Employer contribution / active EE | $1,240 | $3,717-66.6% | $4,933-74.9% | $2,757-55.0% |
| Participant deferral / active EE | $2,480 | $6,651-62.7% | $8,066-69.3% | $4,299-42.3% |
| Admin fee / account holder | $1,453 | $7,951-81.7% | $12,989-88.8% | $6,924-79.0% |