Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $136,465 | $201,344-32.2% | $184,243-25.9% | $145,877-6.5% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 5.14% | 29.01%-23.9pp | 28.82%-23.7pp | 551.28%-546.1pp |
| Employer contribution / active EE | $1,463 | $7,022-79.2% | $6,427-77.2% | $4,663-68.6% |
| Participant deferral / active EE | $1,792 | $9,807-81.7% | $9,132-80.4% | $6,691-73.2% |
| Admin fee / account holder | $50,538 | $16,382+208.5% | $13,914+263.2% | $13,402+277.1% |