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 | $129,493 | $71,873+80.2% | $86,698+49.4% | $68,490+89.1% |
| Participation rate | 44.1% | 72.2%-28.2pp | 76.6%-32.5pp | 67.9%-23.8pp |
| Annual return | -20.88% | 3.54%-24.4pp | 35.96%-56.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $857 | $2,173-60.6% | $2,837-69.8% | $2,597-67.0% |
| Participant deferral / active EE | $1,673 | $3,779-55.7% | $4,656-64.1% | $4,028-58.5% |
| Admin fee / account holder | $5,167 | $6,110-15.4% | $7,492-31.0% | $5,403-4.4% |