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 | $64,933 | $49,138+32.1% | $84,021-22.7% | $65,185-0.4% |
| Participation rate | 26.6% | 60.7%-34.1pp | 69.0%-42.4pp | 70.2%-43.6pp |
| Annual return | 17.47% | 23.00%-5.5pp | 71.32%-53.8pp | 29.38%-11.9pp |
| Employer contribution / active EE | $256 | $914-72.0% | $1,984-87.1% | $2,177-88.2% |
| Participant deferral / active EE | $1,086 | $2,397-54.7% | $3,239-66.5% | $3,514-69.1% |
| Admin fee / account holder | $466 | $543-14.2% | $6,102-92.4% | $847-45.0% |