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 | $78,865 | $77,460+1.8% | $100,378-21.4% | $80,925-2.5% |
| Participation rate | 69.6% | 76.9%-7.4pp | 81.5%-11.9pp | 67.7%+1.9pp |
| Annual return | 10.36% | 37.24%-26.9pp | 49.41%-39.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,988 | $6,818-70.8% | $8,087-75.4% | $4,299-53.8% |
| Admin fee / account holder | $12,651 | $5,887+114.9% | $7,899+60.2% | $6,940+82.3% |