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 | $100,148 | $93,589+7.0% | $135,942-26.3% | $75,181+33.2% |
| Participation rate | 52.0% | 75.2%-23.2pp | 81.9%-29.9pp | 67.2%-15.2pp |
| Annual return | 11.47% | 30.90%-19.4pp | 68.28%-56.8pp | 160.69%-149.2pp |
| Employer contribution / active EE | $1,285 | $3,537-63.7% | $4,858-73.5% | $2,671-51.9% |
| Participant deferral / active EE | $2,053 | $6,405-68.0% | $7,759-73.5% | $4,126-50.3% |
| Admin fee / account holder | $20,948 | $6,977+200.2% | $10,764+94.6% | $5,650+270.8% |