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 | $75,044 | $81,504-7.9% | $102,437-26.7% | $80,959-7.3% |
| Participation rate | 16.7% | 66.9%-50.2pp | 74.5%-57.8pp | 67.7%-51.0pp |
| Annual return | 10.35% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $842 | $3,871-78.3% | $5,060-83.4% | $4,300-80.4% |
| Admin fee / account holder | $7,639 | $6,719+13.7% | $8,388-8.9% | $6,925+10.3% |