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 | $174,444 | $124,425+40.2% | $112,040+55.7% | $137,256+27.1% |
| Participation rate | 12.5% | 79.3%-66.8pp | 76.5%-64.0pp | 80.0%-67.5pp |
| Annual return | 8.07% | 24.72%-16.7pp | 24.52%-16.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $934 | $3,411-72.6% | $2,954-68.4% | $4,156-77.5% |
| Participant deferral / active EE | $934 | $5,718-83.7% | $5,098-81.7% | $6,407-85.4% |
| Admin fee / account holder | $120,566 | $15,207+692.9% | $12,098+896.6% | $12,270+882.6% |