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 | $69,956 | $76,834-9.0% | $108,359-35.4% | $87,485-20.0% |
| Participation rate | 67.6% | 61.7%+5.8pp | 70.1%-2.6pp | 68.9%-1.4pp |
| Annual return | 8.98% | 19.09%-10.1pp | 36.89%-27.9pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,009 | $3,100-67.4% | $4,137-75.6% | $4,274-76.4% |
| Admin fee / account holder | $1,804 | $6,537-72.4% | $9,741-81.5% | $7,775-76.8% |