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 | $96,220 | $78,423+22.7% | $95,964+0.3% | $79,856+20.5% |
| Participation rate | 44.3% | 73.5%-29.2pp | 77.1%-32.8pp | 69.6%-25.4pp |
| Annual return | 1.54% | 19.37%-17.8pp | 91.64%-90.1pp | 31.71%-30.2pp |
| Employer contribution / active EE | $503 | $1,945-74.1% | $2,541-80.2% | $2,471-79.6% |
| Participant deferral / active EE | $1,415 | $3,440-58.9% | $4,167-66.0% | $3,741-62.2% |
| Admin fee / account holder | $1,778 | $5,622-68.4% | $6,797-73.8% | $5,306-66.5% |