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 | $129,006 | $160,028-19.4% | $147,080-12.3% | $145,884-11.6% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 7.86% | 98.60%-90.7pp | 420.17%-412.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,676 | $5,286-68.3% | $4,933-66.0% | $4,662-64.0% |
| Participant deferral / active EE | $2,391 | $8,422-71.6% | $8,066-70.4% | $6,690-64.3% |
| Admin fee / account holder | $147,001 | $15,030+878.1% | $12,989+1031.7% | $13,392+997.7% |