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 | $74,714 | $68,412+9.2% | $94,679-21.1% | $75,181-0.6% |
| Participation rate | 43.8% | 76.1%-32.3pp | 80.8%-37.1pp | 67.2%-23.4pp |
| Annual return | 9.08% | 616.91%-607.8pp | 156.75%-147.7pp | 160.69%-151.6pp |
| Employer contribution / active EE | $962 | $2,701-64.4% | $3,673-73.8% | $2,671-64.0% |
| Participant deferral / active EE | $1,087 | $6,537-83.4% | $7,417-85.3% | $4,126-73.6% |
| Admin fee / account holder | $2,532 | $5,326-52.5% | $7,233-65.0% | $5,650-55.2% |