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 | $89,821 | $97,289-7.7% | $92,805-3.2% | $155,188-42.1% |
| Participation rate | 35.0% | 84.2%-49.2pp | 83.5%-48.5pp | 80.8%-45.8pp |
| Annual return | 9.95% | 29.03%-19.1pp | 31.59%-21.6pp | 148.84%-138.9pp |
| Employer contribution / active EE | $779 | $3,632-78.6% | $3,424-77.2% | $4,248-81.7% |
| Participant deferral / active EE | $1,533 | $8,795-82.6% | $8,448-81.9% | $6,531-76.5% |
| Admin fee / account holder | $19,727 | $12,015+64.2% | $10,911+80.8% | $14,480+36.2% |