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 | $113,648 | $154,228-26.3% | $145,433-21.9% | $137,256-17.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 3.50% | 74.59%-71.1pp | 66.58%-63.1pp | 220.34%-216.8pp |
| Employer contribution / active EE | $1,664 | $4,804-65.4% | $4,554-63.5% | $4,156-60.0% |
| Participant deferral / active EE | $2,339 | $8,216-71.5% | $7,897-70.4% | $6,407-63.5% |
| Admin fee / account holder | $1,394 | $14,344-90.3% | $13,129-89.4% | $12,270-88.6% |