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 | $203,033 | $102,609+97.9% | $98,090+107.0% | $138,895+46.2% |
| Participation rate | 29.4% | 82.8%-53.4pp | 81.5%-52.1pp | 79.9%-50.5pp |
| Annual return | 11.77% | 36.44%-24.7pp | 37.05%-25.3pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $988 | $8,167-87.9% | $7,845-87.4% | $6,396-84.6% |
| Admin fee / account holder | $37,172 | $11,434+225.1% | $11,815+214.6% | $12,562+195.9% |