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 | $206,690 | $124,425+66.1% | $112,040+84.5% | $137,256+50.6% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 8.07% | 24.72%-16.6pp | 24.52%-16.4pp | 220.34%-212.3pp |
| Employer contribution / active EE | $904 | $3,411-73.5% | $2,954-69.4% | $4,156-78.2% |
| Participant deferral / active EE | $1,034 | $5,718-81.9% | $5,098-79.7% | $6,407-83.9% |
| Admin fee / account holder | $54,846 | $15,207+260.7% | $12,098+353.3% | $12,270+347.0% |