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 | $72,034 | $201,370-64.2% | $184,256-60.9% | $145,897-50.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 8.93% | 29.05%-20.1pp | 28.85%-19.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,770 | $7,024-74.8% | $6,427-72.5% | $4,663-62.0% |
| Participant deferral / active EE | $2,154 | $9,808-78.0% | $9,133-76.4% | $6,689-67.8% |
| Admin fee / account holder | $5,162 | $16,364-68.5% | $13,899-62.9% | $13,390-61.4% |