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 | $98,728 | $86,949+13.5% | $102,460-3.6% | $80,959+21.9% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.4pp | 67.7%-21.5pp |
| Annual return | 8.82% | 18.89%-10.1pp | 29.47%-20.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,267 | $4,121-69.3% | $5,056-75.0% | $4,300-70.5% |
| Admin fee / account holder | $26,059 | $8,048+223.8% | $9,460+175.5% | $6,925+276.3% |