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 | $79,588 | $85,515-6.9% | $112,040-29.0% | $67,986+17.1% |
| Participation rate | 37.7% | 68.2%-30.5pp | 76.5%-38.8pp | 57.2%-19.5pp |
| Annual return | 10.26% | 29.68%-19.4pp | 24.52%-14.3pp | 31.67%-21.4pp |
| Employer contribution / active EE | $665 | $2,191-69.7% | $2,954-77.5% | $2,019-67.1% |
| Participant deferral / active EE | $1,125 | $4,014-72.0% | $5,098-77.9% | $3,358-66.5% |
| Admin fee / account holder | $4,628 | $3,774+22.6% | $12,098-61.7% | $3,203+44.5% |