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 | $124,302 | $106,524+16.7% | $152,301-18.4% | $87,485+42.1% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.4%-13.7pp | 68.9%-0.2pp |
| Annual return | 7.24% | 26.89%-19.7pp | 80.50%-73.3pp | 26.06%-18.8pp |
| Employer contribution / active EE | $627 | $3,371-81.4% | $4,624-86.4% | $2,596-75.8% |
| Participant deferral / active EE | $1,512 | $6,525-76.8% | $8,004-81.1% | $4,274-64.6% |
| Admin fee / account holder | $20,111 | $8,287+142.7% | $14,398+39.7% | $7,775+158.7% |