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 | $81,765 | $65,378+25.1% | $87,103-6.1% | $65,186+25.4% |
| Participation rate | 52.1% | 75.3%-23.3pp | 76.9%-24.8pp | 70.2%-18.1pp |
| Annual return | 14.28% | 31.28%-17.0pp | 28.19%-13.9pp | 29.39%-15.1pp |
| Employer contribution / active EE | $1,322 | $1,823-27.5% | $2,521-47.6% | $2,177-39.3% |
| Participant deferral / active EE | $1,529 | $3,389-54.9% | $4,049-62.2% | $3,514-56.5% |
| Admin fee / account holder | $2,636 | $520+407.2% | $7,491-64.8% | $847+211.2% |