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 | $156,024 | $97,550+59.9% | $120,344+29.6% | $87,485+78.3% |
| Participation rate | 51.4% | 72.8%-21.5pp | 76.7%-25.4pp | 68.9%-17.6pp |
| Annual return | 8.51% | 18.41%-9.9pp | 20.30%-11.8pp | 26.06%-17.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,708 | $4,230-59.6% | $5,135-66.7% | $4,274-60.0% |
| Admin fee / account holder | $14,634 | $9,543+53.4% | $12,742+14.8% | $7,775+88.2% |