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 | $81,399 | $106,280-23.4% | $96,538-15.7% | $139,487-41.6% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 6.30% | 38.48%-32.2pp | 35.74%-29.4pp | 373.84%-367.5pp |
| Employer contribution / active EE | $821 | $4,107-80.0% | $3,740-78.0% | $4,755-82.7% |
| Participant deferral / active EE | $1,017 | $5,457-81.4% | $4,880-79.2% | $6,713-84.8% |
| Admin fee / account holder | $27,837 | $7,888+252.9% | $6,737+313.2% | $11,407+144.0% |