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 | $186,134 | $89,259+108.5% | $107,187+73.7% | $82,637+125.2% |
| Participation rate | 51.4% | 67.9%-16.5pp | 75.0%-23.6pp | 68.1%-16.6pp |
| Annual return | 11.80% | 21.02%-9.2pp | 204.55%-192.8pp | 53.51%-41.7pp |
| Employer contribution / active EE | $14,202 | $3,080+361.1% | $3,782+275.5% | $2,552+456.5% |
| Participant deferral / active EE | $1,637 | $4,037-59.4% | $5,096-67.9% | $4,126-60.3% |
| Admin fee / account holder | $26,690 | $7,381+261.6% | $9,162+191.3% | $7,339+263.7% |