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 | $88,839 | $93,345-4.8% | $119,126-25.4% | $87,485+1.5% |
| Participation rate | 18.2% | 68.7%-50.6pp | 75.8%-57.6pp | 68.9%-50.7pp |
| Annual return | 12.06% | 19.08%-7.0pp | 282.11%-270.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,305 | $4,099-68.2% | $5,318-75.5% | $4,274-69.5% |
| Admin fee / account holder | $24,177 | $8,039+200.8% | $10,693+126.1% | $7,775+211.0% |