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 | $82,522 | $162,136-49.1% | $152,301-45.8% | $154,746-46.7% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 7.40% | 91.02%-83.6pp | 80.50%-73.1pp | 172.34%-164.9pp |
| Employer contribution / active EE | $8,800 | $4,890+79.9% | $4,624+90.3% | $4,379+100.9% |
| Participant deferral / active EE | $1,695 | $8,341-79.7% | $8,004-78.8% | $6,730-74.8% |
| Admin fee / account holder | $331,783 | $15,759+2005.3% | $14,398+2204.4% | $14,365+2209.6% |