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 | $82,493 | $81,208+1.6% | $98,920-16.6% | $79,852+3.3% |
| Participation rate | 38.5% | 72.5%-34.0pp | 76.0%-37.6pp | 69.6%-31.2pp |
| Annual return | 8.65% | 60.99%-52.3pp | 196.47%-187.8pp | 31.72%-23.1pp |
| Employer contribution / active EE | $940 | $1,960-52.0% | $2,689-65.1% | $2,471-62.0% |
| Participant deferral / active EE | $1,192 | $3,265-63.5% | $4,245-71.9% | $3,740-68.1% |
| Admin fee / account holder | $2,042 | $6,013-66.0% | $6,643-69.3% | $5,306-61.5% |