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 | $116,273 | $81,276+43.1% | $155,574-25.3% | $80,925+43.7% |
| Participation rate | 32.3% | 66.2%-34.0pp | 78.2%-46.0pp | 67.7%-35.4pp |
| Annual return | 8.10% | 33.36%-25.3pp | 64.87%-56.8pp | 35.65%-27.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $820 | $3,453-76.2% | $5,629-85.4% | $4,299-80.9% |
| Admin fee / account holder | $32,269 | $7,993+303.7% | $15,914+102.8% | $6,940+365.0% |