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 | $99,854 | $85,060+17.4% | $70,548+41.5% | $139,456-28.4% |
| Participation rate | 18.2% | 73.9%-55.7pp | 68.3%-50.2pp | 80.3%-62.1pp |
| Annual return | 10.25% | 30.38%-20.1pp | 32.78%-22.5pp | 373.45%-363.2pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $118 | $5,890-98.0% | $4,567-97.4% | $6,711-98.2% |
| Admin fee / account holder | $481 | $8,925-94.6% | $6,424-92.5% | $11,407-95.8% |