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 | $85,411 | $87,059-1.9% | $105,608-19.1% | $80,925+5.5% |
| Participation rate | 18.2% | 70.4%-52.3pp | 75.3%-57.1pp | 67.7%-49.5pp |
| Annual return | 3.33% | 17.05%-13.7pp | 116.50%-113.2pp | 35.65%-32.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $917 | $3,986-77.0% | $5,010-81.7% | $4,299-78.7% |
| Admin fee / account holder | $1,714 | $8,443-79.7% | $11,028-84.5% | $6,940-75.3% |