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 | $90,867 | $58,627+55.0% | $76,735+18.4% | $82,448+10.2% |
| Participation rate | 12.8% | 63.2%-50.5pp | 69.5%-56.7pp | 68.1%-55.3pp |
| Annual return | 11.84% | 39.10%-27.3pp | 29.77%-17.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $462 | $3,134-85.3% | $4,088-88.7% | $4,139-88.8% |
| Admin fee / account holder | $9,067 | $5,323+70.3% | $7,189+26.1% | $7,234+25.3% |