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 | $105,495 | $209,336-49.6% | $197,124-46.5% | $137,256-23.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.12% | 48.09%-37.0pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $6,646 | $6,591+0.8% | $6,227+6.7% | $4,156+59.9% |
| Participant deferral / active EE | $2,714 | $9,614-71.8% | $9,135-70.3% | $6,407-57.6% |
| Admin fee / account holder | $786,708 | $17,308+4445.4% | $16,298+4727.0% | $12,270+6311.6% |