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 | $106,773 | $71,230+49.9% | $93,727+13.9% | $80,959+31.9% |
| Participation rate | 42.9% | 60.4%-17.5pp | 68.7%-25.9pp | 67.7%-24.8pp |
| Annual return | 7.73% | 11.26%-3.5pp | 133.83%-126.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $826 | $1,565-47.2% | $2,421-65.9% | $2,757-70.0% |
| Participant deferral / active EE | $843 | $4,037-79.1% | $4,417-80.9% | $4,300-80.4% |
| Admin fee / account holder | $5,491 | $6,961-21.1% | $8,292-33.8% | $6,925-20.7% |