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 | $110,648 | $162,967-32.1% | $135,792-18.5% | $138,895-20.3% |
| Participation rate | 20.0% | 78.3%-58.3pp | 72.6%-52.6pp | 79.9%-59.9pp |
| Annual return | 1.75% | 30.08%-28.3pp | 25.96%-24.2pp | 145.39%-143.6pp |
| Employer contribution / active EE | $998 | $4,211-76.3% | $3,496-71.5% | $4,194-76.2% |
| Participant deferral / active EE | $1,233 | $5,640-78.1% | $4,759-74.1% | $6,396-80.7% |
| Admin fee / account holder | $633,984 | $15,306+4042.0% | $12,266+5068.8% | $12,562+4946.8% |