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 | $148,895 | $88,117+69.0% | $164,928-9.7% | $74,400+100.1% |
| Participation rate | 40.7% | 73.1%-32.4pp | 78.6%-37.9pp | 67.2%-26.5pp |
| Annual return | 11.27% | 17.27%-6.0pp | 70.08%-58.8pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $904 | $2,596-65.2% | $4,343-79.2% | $2,624-65.5% |
| Participant deferral / active EE | $1,949 | $4,501-56.7% | $6,034-67.7% | $4,348-55.2% |
| Admin fee / account holder | $5,529 | $2,230+148.0% | $12,684-56.4% | $1,944+184.5% |