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 | $105,507 | $102,422+3.0% | $147,117-28.3% | $80,959+30.3% |
| Participation rate | 31.3% | 75.9%-44.6pp | 82.2%-50.9pp | 67.7%-36.4pp |
| Annual return | 7.14% | 135.16%-128.0pp | 420.54%-413.4pp | 35.67%-28.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,754 | $6,652-73.6% | $8,065-78.3% | $4,300-59.2% |
| Admin fee / account holder | $481 | $7,953-94.0% | $12,993-96.3% | $6,925-93.1% |