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 | $44,213 | $100,811-56.1% | $86,698-49.0% | $134,545-67.1% |
| Participation rate | 41.2% | 79.0%-37.8pp | 76.6%-35.4pp | 81.2%-40.1pp |
| Annual return | -21.39% | 29.11%-50.5pp | 35.96%-57.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $958 | $3,490-72.6% | $2,837-66.2% | $4,742-79.8% |
| Participant deferral / active EE | $1,259 | $5,339-76.4% | $4,656-73.0% | $6,401-80.3% |
| Admin fee / account holder | $334 | $10,926-96.9% | $7,492-95.5% | $11,431-97.1% |