Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $87,449 | $65,555+33.4% | $86,216+1.4% | $75,173+16.3% |
| Participation rate | 31.1% | 60.5%-29.4pp | 69.0%-37.8pp | 67.2%-36.1pp |
| Annual return | 12.51% | 46.07%-33.6pp | 1169.42%-1156.9pp | 160.72%-148.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,091 | $3,023-63.9% | $3,986-72.6% | $4,126-73.5% |
| Admin fee / account holder | $2,278 | $5,469-58.3% | $6,853-66.8% | $5,651-59.7% |