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 | $75,811 | $86,938-12.8% | $102,423-26.0% | $80,925-6.3% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.6pp | 67.7%+0.2pp |
| Annual return | 10.01% | 18.89%-8.9pp | 29.42%-19.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $883 | $2,369-62.7% | $3,023-70.8% | $2,756-68.0% |
| Participant deferral / active EE | $1,693 | $4,120-58.9% | $5,054-66.5% | $4,299-60.6% |
| Admin fee / account holder | $5,509 | $8,053-31.6% | $9,455-41.7% | $6,940-20.6% |