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 | $136,769 | $201,264-32.0% | $184,185-25.7% | $145,978-6.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 6.59% | 29.00%-22.4pp | 28.81%-22.2pp | 550.52%-543.9pp |
| Employer contribution / active EE | $2,240 | $7,021-68.1% | $6,426-65.1% | $4,662-52.0% |
| Participant deferral / active EE | $3,088 | $9,806-68.5% | $9,132-66.2% | $6,690-53.8% |
| Admin fee / account holder | $63,673 | $16,376+288.8% | $13,909+357.8% | $13,400+375.2% |