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 | $89,154 | $63,904+39.5% | $89,340-0.2% | $67,986+31.1% |
| Participation rate | 9.4% | 54.3%-45.0pp | 69.6%-60.2pp | 57.2%-47.8pp |
| Annual return | 11.06% | 18.09%-7.0pp | 20.57%-9.5pp | 31.67%-20.6pp |
| Employer contribution / active EE | $718 | $1,627-55.9% | $2,231-67.8% | $2,019-64.4% |
| Participant deferral / active EE | $992 | $2,691-63.1% | $3,823-74.0% | $3,358-70.4% |
| Admin fee / account holder | $38,581 | $3,315+1063.9% | $6,704+475.5% | $3,203+1104.4% |