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 | $140,195 | $79,181+77.1% | $102,423+36.9% | $74,429+88.4% |
| Participation rate | 17.2% | 74.8%-57.5pp | 76.5%-59.3pp | 67.2%-50.0pp |
| Annual return | 9.68% | 54.97%-45.3pp | 29.42%-19.7pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $1,573 | $2,362-33.4% | $3,023-48.0% | $2,625-40.1% |
| Participant deferral / active EE | $1,598 | $4,416-63.8% | $5,054-68.4% | $4,348-63.3% |
| Admin fee / account holder | $13,186 | $2,002+558.7% | $9,455+39.5% | $1,944+578.2% |