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 | $113,003 | $106,749+5.9% | $145,433-22.3% | $82,448+37.1% |
| Participation rate | 14.7% | 75.6%-61.0pp | 82.1%-67.5pp | 68.1%-53.4pp |
| Annual return | 11.05% | 27.59%-16.5pp | 66.58%-55.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $742 | $3,444-78.4% | $4,554-83.7% | $2,551-70.9% |
| Participant deferral / active EE | $1,692 | $6,519-74.0% | $7,897-78.6% | $4,139-59.1% |
| Admin fee / account holder | $11,982 | $8,390+42.8% | $13,129-8.7% | $7,234+65.6% |