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 | $73,260 | $73,988-1.0% | $96,538-24.1% | $75,177-2.6% |
| Participation rate | 34.1% | 66.4%-32.3pp | 74.3%-40.3pp | 67.2%-33.1pp |
| Annual return | 12.32% | 26.73%-14.4pp | 35.74%-23.4pp | 160.75%-148.4pp |
| Employer contribution / active EE | $801 | $2,930-72.7% | $3,740-78.6% | $2,671-70.0% |
| Participant deferral / active EE | $1,269 | $3,660-65.3% | $4,880-74.0% | $4,126-69.3% |
| Admin fee / account holder | $53,647 | $5,220+927.8% | $6,737+696.3% | $5,651+849.3% |