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 | $76,861 | $79,867-3.8% | $120,344-36.1% | $64,340+19.5% |
| Participation rate | 59.3% | 63.0%-3.7pp | 76.7%-17.4pp | 55.2%+4.0pp |
| Annual return | 11.09% | 21.10%-10.0pp | 20.30%-9.2pp | 24.14%-13.1pp |
| Employer contribution / active EE | $843 | $1,925-56.2% | $3,020-72.1% | $1,862-54.7% |
| Participant deferral / active EE | $1,466 | $3,593-59.2% | $5,135-71.5% | $2,980-50.8% |
| Admin fee / account holder | $13,425 | $5,039+166.4% | $12,742+5.4% | $3,703+262.6% |