Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,518 | $76,696+23.2% | $96,538-2.1% | $71,529+32.1% |
| Participation rate | 23.1% | 66.6%-43.4pp | 74.3%-51.2pp | 67.9%-44.8pp |
| Annual return | 14.01% | 48.32%-34.3pp | 35.74%-21.7pp | 28.97%-15.0pp |
| Employer contribution / active EE | $823 | $3,032-72.8% | $3,740-78.0% | $2,590-68.2% |
| Participant deferral / active EE | $1,300 | $3,770-65.5% | $4,880-73.4% | $4,291-69.7% |
| Admin fee / account holder | $7,340 | $2,030+261.6% | $6,737+8.9% | $1,588+362.1% |