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 | $38,350 | $82,674-53.6% | $125,381-69.4% | $68,486-44.0% |
| Participation rate | 51.2% | 75.1%-23.9pp | 82.4%-31.2pp | 67.9%-16.7pp |
| Annual return | -20.17% | -5.97%-14.2pp | 572.31%-592.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $958 | $3,382-71.7% | $4,815-80.1% | $2,597-63.1% |
| Participant deferral / active EE | $2,420 | $6,111-60.4% | $7,448-67.5% | $4,028-39.9% |
| Admin fee / account holder | $1,308 | $6,277-79.2% | $10,007-86.9% | $5,404-75.8% |