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 | $245,648 | $105,284+133.3% | $150,734+63.0% | $94,015+161.3% |
| Participation rate | 29.6% | 71.7%-42.1pp | 78.4%-48.8pp | 70.8%-41.2pp |
| Annual return | 9.89% | 15.67%-5.8pp | 600.81%-590.9pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,816 | $3,599-49.5% | $4,918-63.1% | $2,790-34.9% |
| Participant deferral / active EE | $1,819 | $4,274-57.4% | $5,610-67.6% | $4,249-57.2% |
| Admin fee / account holder | $20,672 | $9,839+110.1% | $14,905+38.7% | $8,951+130.9% |