Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $100,974 | $81,777+23.5% | $148,496-32.0% | $69,733+44.8% |
| Participation rate | 11.1% | 70.9%-59.8pp | 76.0%-64.9pp | 62.5%-51.3pp |
| Annual return | 4.64% | 14.38%-9.7pp | 12.33%-7.7pp | 15.22%-10.6pp |
| Employer contribution / active EE | $0 | $2,488-100.0% | $3,497-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $462 | $3,367-86.3% | $4,808-90.4% | $3,054-84.9% |
| Admin fee / account holder | $34,578 | $2,991+1056.2% | $19,547+76.9% | $3,102+1014.7% |