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 | $86,713 | $124,980-30.6% | $108,359-20.0% | $154,746-44.0% |
| Participation rate | 41.2% | 75.2%-34.0pp | 70.1%-28.9pp | 80.7%-39.5pp |
| Annual return | 6.55% | 45.00%-38.5pp | 36.89%-30.3pp | 172.34%-165.8pp |
| Employer contribution / active EE | $723 | $2,851-74.6% | $2,399-69.9% | $4,379-83.5% |
| Participant deferral / active EE | $1,039 | $4,743-78.1% | $4,137-74.9% | $6,730-84.6% |
| Admin fee / account holder | $1,859 | $11,502-83.8% | $9,741-80.9% | $14,365-87.1% |