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 | $85,224 | $102,385-16.8% | $147,080-42.1% | $80,935+5.3% |
| Participation rate | 53.3% | 75.9%-22.5pp | 82.2%-28.8pp | 67.7%-14.3pp |
| Annual return | 10.43% | 135.09%-124.7pp | 420.17%-409.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $2,372 | $3,717-36.2% | $4,933-51.9% | $2,757-14.0% |
| Participant deferral / active EE | $2,079 | $6,651-68.7% | $8,066-74.2% | $4,299-51.6% |
| Admin fee / account holder | $1,199 | $7,951-84.9% | $12,989-90.8% | $6,924-82.7% |