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 | $116,662 | $65,246+78.8% | $98,716+18.2% | $67,986+71.6% |
| Participation rate | 18.5% | 51.4%-32.9pp | 69.3%-50.8pp | 57.2%-38.7pp |
| Annual return | 12.10% | 20.58%-8.5pp | 31.81%-19.7pp | 31.67%-19.6pp |
| Employer contribution / active EE | $348 | $1,042-66.6% | $2,279-84.7% | $2,019-82.7% |
| Participant deferral / active EE | $848 | $2,594-67.3% | $4,048-79.1% | $3,358-74.8% |
| Admin fee / account holder | $10,416 | $4,561+128.4% | $8,703+19.7% | $3,203+225.2% |