Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,530 | $96,388+13.6% | $80,627+35.8% | $139,466-21.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 7.85% | 1352.08%-1344.2pp | 936.76%-928.9pp | 373.66%-365.8pp |
| Employer contribution / active EE | $1,053 | $3,260-67.7% | $2,723-61.3% | $4,754-77.9% |
| Participant deferral / active EE | $627 | $5,224-88.0% | $4,443-85.9% | $6,712-90.7% |
| Admin fee / account holder | $1,282 | $6,603-80.6% | $5,381-76.2% | $11,409-88.8% |