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 | $88,142 | $97,550-9.6% | $120,344-26.8% | $87,485+0.8% |
| Participation rate | 51.3% | 72.8%-21.5pp | 76.7%-25.4pp | 68.9%-17.6pp |
| Annual return | 10.81% | 18.41%-7.6pp | 20.30%-9.5pp | 26.06%-15.3pp |
| Employer contribution / active EE | $722 | $2,291-68.5% | $3,020-76.1% | $2,596-72.2% |
| Participant deferral / active EE | $1,366 | $4,230-67.7% | $5,135-73.4% | $4,274-68.0% |
| Admin fee / account holder | $3,494 | $9,543-63.4% | $12,742-72.6% | $7,775-55.1% |