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 | $29,876 | $65,704-54.5% | $94,229-68.3% | $59,633-49.9% |
| Participation rate | 46.4% | 72.1%-25.7pp | 78.8%-32.4pp | 68.7%-22.3pp |
| Annual return | -7.89% | 5.22%-13.1pp | 10.68%-18.6pp | 2041.45%-2049.3pp |
| Employer contribution / active EE | $604 | $2,021-70.1% | $3,587-83.1% | $2,203-72.6% |
| Participant deferral / active EE | $1,251 | $3,143-60.2% | $4,320-71.0% | $3,192-60.8% |
| Admin fee / account holder | $474 | $4,265-88.9% | $6,269-92.4% | $4,297-89.0% |