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 | $31,544 | $72,404-56.4% | $110,243-71.4% | $64,173-50.8% |
| Participation rate | 36.7% | 73.3%-36.7pp | 79.8%-43.2pp | 69.6%-32.9pp |
| Annual return | -11.20% | -6.29%-4.9pp | 314.76%-326.0pp | 7.63%-18.8pp |
| Employer contribution / active EE | $906 | $2,282-60.3% | $3,827-76.3% | $2,381-62.0% |
| Participant deferral / active EE | $1,379 | $3,469-60.2% | $4,672-70.5% | $3,470-60.2% |
| Admin fee / account holder | $2,178 | $5,664-61.5% | $8,548-74.5% | $4,887-55.4% |