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 | $240,146 | $79,961+200.3% | $98,462+143.9% | $75,177+219.4% |
| Participation rate | 13.2% | 70.4%-57.2pp | 75.2%-62.0pp | 67.2%-54.0pp |
| Annual return | 12.51% | 19.75%-7.2pp | 21.17%-8.7pp | 160.75%-148.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $890 | $3,753-76.3% | $4,738-81.2% | $4,126-78.4% |
| Admin fee / account holder | $63,024 | $6,842+821.1% | $8,875+610.2% | $5,651+1015.2% |