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 | $91,722 | $89,259+2.8% | $107,187-14.4% | $82,637+11.0% |
| Participation rate | 57.5% | 67.9%-10.5pp | 75.0%-17.5pp | 68.1%-10.6pp |
| Annual return | 7.89% | 21.02%-13.1pp | 204.55%-196.7pp | 53.51%-45.6pp |
| Employer contribution / active EE | $1,090 | $3,080-64.6% | $3,782-71.2% | $2,552-57.3% |
| Participant deferral / active EE | $1,574 | $4,037-61.0% | $5,096-69.1% | $4,126-61.9% |
| Admin fee / account holder | $13,763 | $7,381+86.5% | $9,162+50.2% | $7,339+87.5% |