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 | $95,736 | $87,037+10.0% | $106,201-9.9% | $80,874+18.4% |
| Participation rate | 65.4% | 70.4%-5.1pp | 75.3%-9.9pp | 67.6%-2.3pp |
| Annual return | 9.30% | 17.05%-7.8pp | 116.26%-107.0pp | 35.62%-26.3pp |
| Employer contribution / active EE | $1,051 | $2,396-56.1% | $3,170-66.8% | $2,756-61.9% |
| Participant deferral / active EE | $1,580 | $3,986-60.4% | $5,012-68.5% | $4,297-63.2% |
| Admin fee / account holder | $11,692 | $8,434+38.6% | $11,039+5.9% | $6,935+68.6% |