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 | $86,800 | $92,219-5.9% | $76,767+13.1% | $135,380-35.9% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -9.33% | 5.46%-14.8pp | 2.43%-11.8pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,268 | $3,216-60.6% | $2,485-49.0% | $4,779-73.5% |
| Participant deferral / active EE | $1,292 | $4,508-71.3% | $3,852-66.4% | $5,609-77.0% |
| Admin fee / account holder | $6,733 | $10,749-37.4% | $6,675+0.9% | $10,828-37.8% |