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 | $85,302 | $104,098-18.1% | $140,514-39.3% | $94,015-9.3% |
| Participation rate | 50.0% | 73.7%-23.7pp | 77.8%-27.8pp | 70.8%-20.8pp |
| Annual return | 5.23% | 15.14%-9.9pp | 14.36%-9.1pp | 17.84%-12.6pp |
| Employer contribution / active EE | $843 | $2,388-64.7% | $3,378-75.0% | $2,790-69.8% |
| Participant deferral / active EE | $1,322 | $4,033-67.2% | $4,919-73.1% | $4,249-68.9% |
| Admin fee / account holder | $628 | $10,439-94.0% | $13,697-95.4% | $8,951-93.0% |