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 | $82,823 | $114,119-27.4% | $107,187-22.7% | $138,895-40.4% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 79.9%-49.9pp |
| Annual return | 10.67% | 273.21%-262.5pp | 204.55%-193.9pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,033 | $4,059-74.5% | $3,782-72.7% | $4,194-75.4% |
| Participant deferral / active EE | $921 | $5,538-83.4% | $5,096-81.9% | $6,396-85.6% |
| Admin fee / account holder | $6,506 | $10,024-35.1% | $9,162-29.0% | $12,562-48.2% |