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 | $93,049 | $155,555-40.2% | $146,866-36.6% | $155,188-40.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 9.52% | 115.41%-105.9pp | 102.85%-93.3pp | 148.84%-139.3pp |
| Employer contribution / active EE | $3,059 | $4,647-34.2% | $4,425-30.9% | $4,248-28.0% |
| Participant deferral / active EE | $2,090 | $8,044-74.0% | $7,759-73.1% | $6,531-68.0% |
| Admin fee / account holder | $15,017 | $14,755+1.8% | $13,620+10.3% | $14,480+3.7% |