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 | $79,807 | $83,045-3.9% | $130,045-38.6% | $71,511+11.6% |
| Participation rate | 15.2% | 74.1%-59.0pp | 78.5%-63.3pp | 67.9%-52.8pp |
| Annual return | 14.06% | 20.61%-6.5pp | -137.30%+151.4pp | 28.86%-14.8pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $519 | $4,436-88.3% | $5,820-91.1% | $4,291-87.9% |
| Admin fee / account holder | $2,069 | $1,727+19.8% | $10,600-80.5% | $1,588+30.3% |