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 | $136,196 | $106,749+27.6% | $145,433-6.4% | $82,448+65.2% |
| Participation rate | 54.2% | 75.6%-21.5pp | 82.1%-28.0pp | 68.1%-13.9pp |
| Annual return | 12.77% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,098 | $3,444-68.1% | $4,554-75.9% | $2,551-57.0% |
| Participant deferral / active EE | $2,246 | $6,519-65.6% | $7,897-71.6% | $4,139-45.8% |
| Admin fee / account holder | $41,060 | $8,390+389.4% | $13,129+212.7% | $7,234+467.6% |