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 | $78,274 | $81,504-4.0% | $102,437-23.6% | $80,959-3.3% |
| Participation rate | 38.9% | 66.9%-28.0pp | 74.5%-35.6pp | 67.7%-28.8pp |
| Annual return | 6.21% | 25.60%-19.4pp | 24.95%-18.7pp | 35.67%-29.5pp |
| Employer contribution / active EE | $5,759 | $3,104+85.6% | $3,871+48.8% | $2,757+108.9% |
| Participant deferral / active EE | $471 | $3,871-87.8% | $5,060-90.7% | $4,300-89.0% |
| Admin fee / account holder | $7,181 | $6,719+6.9% | $8,388-14.4% | $6,925+3.7% |