Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $92,031 | $79,209+16.2% | $102,434-10.2% | $74,459+23.6% |
| Participation rate | 23.0% | 74.8%-51.8pp | 76.5%-53.5pp | 67.2%-44.2pp |
| Annual return | 8.53% | 54.98%-46.4pp | 29.46%-20.9pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $994 | $2,362-57.9% | $3,023-67.1% | $2,626-62.2% |
| Participant deferral / active EE | $1,907 | $4,417-56.8% | $5,055-62.3% | $4,350-56.2% |
| Admin fee / account holder | $10,380 | $2,002+418.5% | $9,462+9.7% | $1,945+433.7% |