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 | $83,170 | $61,815+34.5% | $97,295-14.5% | $80,959+2.7% |
| Participation rate | 47.2% | 63.5%-16.3pp | 72.7%-25.4pp | 67.7%-20.4pp |
| Annual return | 8.03% | -558.73%+566.8pp | 75.62%-67.6pp | 35.67%-27.6pp |
| Employer contribution / active EE | $4,420 | $1,836+140.7% | $2,723+62.3% | $2,757+60.3% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $42,967 | $5,166+731.8% | $5,646+661.0% | $6,925+520.4% |