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 | $228,239 | $197,625+15.5% | $177,840+28.3% | $158,966+43.6% |
| Participation rate | 58.8% | 88.5%-29.7pp | 87.7%-28.9pp | 82.0%-23.1pp |
| Annual return | 3.06% | 58.76%-55.7pp | 48.32%-45.3pp | 302.95%-299.9pp |
| Employer contribution / active EE | $1,496 | $6,698-77.7% | $5,919-74.7% | $4,762-68.6% |
| Participant deferral / active EE | $2,650 | $8,405-68.5% | $7,714-65.6% | $5,983-55.7% |
| Admin fee / account holder | $11,362 | $15,405-26.2% | $12,431-8.6% | $11,250+1.0% |