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 | $121,691 | $67,411+80.5% | $91,004+33.7% | $70,126+73.5% |
| Participation rate | 25.3% | 71.4%-46.1pp | 75.6%-50.3pp | 69.5%-44.3pp |
| Annual return | 11.38% | -40.16%+51.5pp | 4.60%+6.8pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,193 | $2,823-57.7% | $3,548-66.4% | $3,332-64.2% |
| Admin fee / account holder | $6,355 | $4,236+50.0% | $5,417+17.3% | $4,645+36.8% |