Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,340 | $102,609+3.6% | $98,090+8.4% | $138,895-23.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 6.18% | 36.44%-30.3pp | 37.05%-30.9pp | 145.39%-139.2pp |
| Employer contribution / active EE | $7,080 | $3,867+83.1% | $3,606+96.3% | $4,194+68.8% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $941 | $11,434-91.8% | $11,815-92.0% | $12,562-92.5% |