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 | $181,549 | $107,421+69.0% | $182,262-0.4% | $94,015+93.1% |
| Participation rate | 20.5% | 77.8%-57.3pp | 84.2%-63.8pp | 70.8%-50.4pp |
| Annual return | 9.98% | 21.32%-11.3pp | 140.60%-130.6pp | 17.84%-7.9pp |
| Employer contribution / active EE | $1,085 | $3,448-68.5% | $5,046-78.5% | $2,790-61.1% |
| Participant deferral / active EE | $651 | $6,558-90.1% | $8,276-92.1% | $4,249-84.7% |
| Admin fee / account holder | $1,424 | $8,692-83.6% | $16,712-91.5% | $8,951-84.1% |