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 | $86,722 | $78,197+10.9% | $98,090-11.6% | $82,637+4.9% |
| Participation rate | 65.6% | 77.5%-11.8pp | 81.5%-15.9pp | 68.1%-2.4pp |
| Annual return | 13.23% | 40.25%-27.0pp | 37.05%-23.8pp | 53.51%-40.3pp |
| Employer contribution / active EE | $2,244 | $2,605-13.9% | $3,606-37.8% | $2,552-12.1% |
| Participant deferral / active EE | $1,829 | $6,636-72.4% | $7,845-76.7% | $4,126-55.7% |
| Admin fee / account holder | $4,648 | $14,832-68.7% | $11,815-60.7% | $7,339-36.7% |