Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $80,398 | $81,504-1.4% | $102,437-21.5% | $80,959-0.7% |
| Participation rate | 16.0% | 66.9%-50.9pp | 74.5%-58.5pp | 67.7%-51.7pp |
| Annual return | 8.93% | 25.60%-16.7pp | 24.95%-16.0pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $493 | $3,871-87.3% | $5,060-90.3% | $4,300-88.5% |
| Admin fee / account holder | $985 | $6,719-85.3% | $8,388-88.3% | $6,925-85.8% |