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 | $87,925 | $61,789+42.3% | $97,167-9.5% | $80,874+8.7% |
| Participation rate | 30.0% | 63.5%-33.5pp | 72.7%-42.7pp | 67.6%-37.6pp |
| Annual return | 9.20% | -557.90%+567.1pp | 75.27%-66.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $506 | $1,837-72.4% | $2,729-81.4% | $2,756-81.6% |
| Participant deferral / active EE | $711 | $3,028-76.5% | $4,264-83.3% | $4,297-83.4% |
| Admin fee / account holder | $16,144 | $5,168+212.4% | $5,650+185.7% | $6,935+132.8% |