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 | $123,059 | $98,760+24.6% | $149,715-17.8% | $79,858+54.1% |
| Participation rate | 38.1% | 75.8%-37.7pp | 82.5%-44.4pp | 69.6%-31.5pp |
| Annual return | 10.82% | 27.43%-16.6pp | 276.66%-265.8pp | 31.72%-20.9pp |
| Employer contribution / active EE | $8,790 | $3,217+173.3% | $4,645+89.3% | $2,471+255.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $41,015 | $6,053+577.6% | $9,310+340.6% | $5,306+673.0% |