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 | $126,953 | $159,978-20.6% | $147,041-13.7% | $145,978-13.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 5.54% | 98.36%-92.8pp | 419.21%-413.7pp | 550.52%-545.0pp |
| Employer contribution / active EE | $1,290 | $5,288-75.6% | $4,935-73.9% | $4,662-72.3% |
| Participant deferral / active EE | $1,935 | $8,429-77.0% | $8,071-76.0% | $6,690-71.1% |
| Admin fee / account holder | $1,316 | $15,053-91.3% | $13,006-89.9% | $13,400-90.2% |