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 | $82,506 | $102,422-19.4% | $147,117-43.9% | $80,959+1.9% |
| Participation rate | 51.6% | 75.9%-24.3pp | 82.2%-30.6pp | 67.7%-16.1pp |
| Annual return | 10.77% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $940 | $3,717-74.7% | $4,932-80.9% | $2,757-65.9% |
| Participant deferral / active EE | $1,236 | $6,652-81.4% | $8,065-84.7% | $4,300-71.3% |
| Admin fee / account holder | $1,762 | $7,953-77.8% | $12,993-86.4% | $6,925-74.6% |