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 | $106,203 | $91,559+16.0% | $133,971-20.7% | $79,852+33.0% |
| Participation rate | 69.0% | 73.3%-4.4pp | 79.8%-10.9pp | 69.6%-0.7pp |
| Annual return | 6.24% | 61.85%-55.6pp | 45.09%-38.9pp | 31.72%-25.5pp |
| Employer contribution / active EE | $590 | $2,384-75.3% | $3,919-85.0% | $2,471-76.1% |
| Participant deferral / active EE | $844 | $3,734-77.4% | $5,047-83.3% | $3,740-77.4% |
| Admin fee / account holder | $587 | $6,321-90.7% | $8,929-93.4% | $5,306-88.9% |