Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $219,678 | $59,804+267.3% | $81,982+168.0% | $79,856+175.1% |
| Participation rate | 29.6% | 61.6%-32.0pp | 69.3%-39.6pp | 69.6%-40.0pp |
| Annual return | 10.13% | 17.56%-7.4pp | 41.31%-31.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $394 | $2,695-85.4% | $3,722-89.4% | $3,741-89.5% |
| Admin fee / account holder | $807 | $4,288-81.2% | $5,665-85.8% | $5,306-84.8% |