Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $85,625 | $110,240-22.3% | $96,544-11.3% | $139,487-38.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 1.77% | 26.41%-24.6pp | 25.88%-24.1pp | 373.84%-372.1pp |
| Employer contribution / active EE | $879 | $3,622-75.7% | $2,966-70.4% | $4,755-81.5% |
| Participant deferral / active EE | $1,357 | $5,549-75.5% | $4,851-72.0% | $6,713-79.8% |
| Admin fee / account holder | $13,694 | $11,602+18.0% | $8,254+65.9% | $11,407+20.0% |