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 | $92,794 | $145,431-36.2% | $211,142-56.1% | $87,485+6.1% |
| Participation rate | 27.1% | 84.7%-57.7pp | 87.3%-60.2pp | 68.9%-41.8pp |
| Annual return | 8.75% | 27.21%-18.5pp | 46.84%-38.1pp | 26.06%-17.3pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,077 | $6,859-84.3% | $9,284-88.4% | $4,274-74.8% |
| Admin fee / account holder | $10,916 | $17,052-36.0% | $19,076-42.8% | $7,775+40.4% |