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 | $34,610 | $142,361-75.7% | $119,608-71.1% | $134,509-74.3% |
| Participation rate | 38.9% | 82.8%-43.9pp | 79.3%-40.4pp | 81.2%-42.3pp |
| Annual return | -24.48% | -12.46%-12.0pp | -14.98%-9.5pp | 418.13%-442.6pp |
| Employer contribution / active EE | $1,238 | $5,224-76.3% | $4,232-70.8% | $4,741-73.9% |
| Participant deferral / active EE | $1,551 | $6,468-76.0% | $5,601-72.3% | $6,400-75.8% |
| Admin fee / account holder | $2,227 | $13,588-83.6% | $10,326-78.4% | $11,427-80.5% |