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 | $38,003 | $73,009-47.9% | $90,760-58.1% | $68,486-44.5% |
| Participation rate | 34.6% | 70.8%-36.3pp | 75.7%-41.1pp | 67.9%-33.3pp |
| Annual return | -21.06% | -13.81%-7.3pp | -12.16%-8.9pp | -7.85%-13.2pp |
| Employer contribution / active EE | $587 | $2,193-73.2% | $2,922-79.9% | $2,597-77.4% |
| Participant deferral / active EE | $1,559 | $3,626-57.0% | $4,565-65.8% | $4,028-61.3% |
| Admin fee / account holder | $859 | $5,896-85.4% | $8,444-89.8% | $5,404-84.1% |