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 | $226,493 | $202,342+11.9% | $172,753+31.1% | $152,909+48.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 7.51% | 1029.88%-1022.4pp | 803.00%-795.5pp | 345.46%-338.0pp |
| Employer contribution / active EE | $1,360 | $5,857-76.8% | $5,144-73.6% | $4,764-71.4% |
| Participant deferral / active EE | $1,685 | $5,948-71.7% | $5,198-67.6% | $5,851-71.2% |
| Admin fee / account holder | $597 | $17,112-96.5% | $13,956-95.7% | $11,601-94.9% |