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 | $112,779 | $154,228-26.9% | $145,433-22.5% | $137,256-17.8% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 9.20% | 74.59%-65.4pp | 66.58%-57.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,351 | $4,804-71.9% | $4,554-70.3% | $4,156-67.5% |
| Participant deferral / active EE | $2,094 | $8,216-74.5% | $7,897-73.5% | $6,407-67.3% |
| Admin fee / account holder | $38,852 | $14,344+170.9% | $13,129+195.9% | $12,270+216.6% |