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 | $84,612 | $65,566+29.0% | $86,235-1.9% | $75,177+12.6% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 9.51% | 46.07%-36.6pp | 1170.03%-1160.5pp | 160.75%-151.2pp |
| Employer contribution / active EE | $613 | $1,553-60.5% | $2,381-74.2% | $2,671-77.0% |
| Participant deferral / active EE | $906 | $3,023-70.0% | $3,987-77.3% | $4,126-78.0% |
| Admin fee / account holder | $3,359 | $5,470-38.6% | $6,856-51.0% | $5,651-40.6% |