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 | $89,684 | $74,535+20.3% | $100,712-10.9% | $82,637+8.5% |
| Participation rate | 29.6% | 61.2%-31.5pp | 69.3%-39.6pp | 68.1%-38.4pp |
| Annual return | 10.50% | 18.92%-8.4pp | 33.27%-22.8pp | 53.51%-43.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $601 | $3,074-80.5% | $4,085-85.3% | $4,126-85.4% |
| Admin fee / account holder | $10,535 | $6,576+60.2% | $9,256+13.8% | $7,339+43.6% |