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 | $90,002 | $54,679+64.6% | $76,119+18.2% | $74,459+20.9% |
| Participation rate | 46.9% | 60.3%-13.4pp | 69.1%-22.2pp | 67.2%-20.3pp |
| Annual return | 8.17% | 31.90%-23.7pp | 361.25%-353.1pp | 1369.70%-1361.5pp |
| Employer contribution / active EE | $1,781 | $1,781-0.1% | $2,693-33.9% | $2,626-32.2% |
| Participant deferral / active EE | $948 | $3,072-69.2% | $4,259-77.7% | $4,350-78.2% |
| Admin fee / account holder | $3,087 | $2,238+37.9% | $6,421-51.9% | $1,945+58.7% |