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 | $69,435 | $81,504-14.8% | $102,437-32.2% | $80,959-14.2% |
| Participation rate | 67.6% | 66.9%+0.7pp | 74.5%-6.9pp | 67.7%-0.1pp |
| Annual return | 7.93% | 25.60%-17.7pp | 24.95%-17.0pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,032 | $3,104-66.7% | $3,871-73.3% | $2,757-62.6% |
| Participant deferral / active EE | $1,596 | $3,871-58.8% | $5,060-68.5% | $4,300-62.9% |
| Admin fee / account holder | $2,528 | $6,719-62.4% | $8,388-69.9% | $6,925-63.5% |