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 | $117,714 | $73,532+60.1% | $178,540-34.1% | $74,459+58.1% |
| Participation rate | 16.5% | 66.6%-50.1pp | 77.1%-60.6pp | 67.2%-50.7pp |
| Annual return | 11.13% | 17.51%-6.4pp | 27.15%-16.0pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $995 | $4,519-78.0% | $6,281-84.2% | $4,350-77.1% |
| Admin fee / account holder | $12,395 | $1,813+583.8% | $10,424+18.9% | $1,945+537.3% |