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 | $135,071 | $71,230+89.6% | $93,727+44.1% | $80,959+66.8% |
| Participation rate | 23.3% | 60.4%-37.1pp | 68.7%-45.4pp | 67.7%-44.3pp |
| Annual return | 7.75% | 11.26%-3.5pp | 133.83%-126.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $515 | $1,565-67.1% | $2,421-78.7% | $2,757-81.3% |
| Participant deferral / active EE | $1,190 | $4,037-70.5% | $4,417-73.1% | $4,300-72.3% |
| Admin fee / account holder | $62,941 | $6,961+804.2% | $8,292+659.1% | $6,925+808.8% |