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 | $140,986 | $117,895+19.6% | $102,460+37.6% | $145,897-3.4% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 8.53% | 31.92%-23.4pp | 29.47%-20.9pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,215 | $3,619-66.4% | $3,025-59.8% | $4,663-73.9% |
| Participant deferral / active EE | $1,693 | $5,736-70.5% | $5,056-66.5% | $6,689-74.7% |
| Admin fee / account holder | $7,616 | $13,353-43.0% | $9,460-19.5% | $13,390-43.1% |