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 | $65,116 | $81,457-20.1% | $103,378-37.0% | $80,911-19.5% |
| Participation rate | 23.5% | 66.8%-43.3pp | 74.5%-51.0pp | 67.6%-44.1pp |
| Annual return | 9.89% | 25.58%-15.7pp | 24.91%-15.0pp | 35.63%-25.7pp |
| Employer contribution / active EE | $850 | $3,107-72.7% | $3,870-78.0% | $2,756-69.2% |
| Participant deferral / active EE | $1,415 | $3,871-63.4% | $5,058-72.0% | $4,297-67.1% |
| Admin fee / account holder | $365 | $6,717-94.6% | $8,401-95.7% | $6,935-94.7% |