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 | $104,383 | $71,873+45.2% | $86,698+20.4% | $68,490+52.4% |
| Participation rate | 53.1% | 72.2%-19.1pp | 76.6%-23.5pp | 67.9%-14.8pp |
| Annual return | -19.99% | 3.54%-23.5pp | 35.96%-56.0pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,695 | $3,779-55.2% | $4,656-63.6% | $4,028-57.9% |
| Admin fee / account holder | $3,632 | $6,110-40.6% | $7,492-51.5% | $5,403-32.8% |