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 | $79,505 | $78,690+1.0% | $161,489-50.8% | $87,485-9.1% |
| Participation rate | 17.2% | 67.5%-50.3pp | 78.7%-61.5pp | 68.9%-51.7pp |
| Annual return | 11.90% | 32.74%-20.8pp | 89.72%-77.8pp | 26.06%-14.2pp |
| Employer contribution / active EE | $875 | $2,588-66.2% | $4,268-79.5% | $2,596-66.3% |
| Participant deferral / active EE | $376 | $3,311-88.7% | $5,630-93.3% | $4,274-91.2% |
| Admin fee / account holder | $27,956 | $6,724+315.8% | $16,006+74.7% | $7,775+259.6% |