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 | $93,552 | $138,393-32.4% | $184,256-49.2% | $80,959+15.6% |
| Participation rate | 13.3% | 83.9%-70.6pp | 86.8%-73.5pp | 67.7%-54.3pp |
| Annual return | 5.88% | 20.01%-14.1pp | 28.85%-23.0pp | 35.67%-29.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,025 | $7,076-85.5% | $9,133-88.8% | $4,300-76.2% |
| Admin fee / account holder | $3,246 | $10,489-69.1% | $13,899-76.6% | $6,925-53.1% |