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 | $141,427 | $184,000-23.1% | $162,185-12.8% | $152,909-7.5% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 7.46% | 150.80%-143.3pp | 115.61%-108.2pp | 345.46%-338.0pp |
| Employer contribution / active EE | $2,586 | $6,370-59.4% | $5,613-53.9% | $4,764-45.7% |
| Participant deferral / active EE | $2,586 | $8,033-67.8% | $7,297-64.6% | $5,851-55.8% |
| Admin fee / account holder | $5,423 | $13,124-58.7% | $10,844-50.0% | $11,601-53.3% |