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 | $77,569+30.2% | $115,599-12.7% | $64,097+57.5% |
| Participation rate | 11.1% | 60.7%-49.5pp | 74.3%-63.2pp | 55.2%-44.1pp |
| Annual return | 4.64% | 18.52%-13.9pp | 111.10%-106.5pp | 34.64%-30.0pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $462 | $3,327-86.1% | $4,889-90.6% | $3,080-85.0% |
| Admin fee / account holder | $34,578 | $4,470+673.6% | $12,841+169.3% | $3,454+901.0% |