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 | $12,200 | $40,275-69.7% | $57,356-78.7% | $59,633-79.5% |
| Participation rate | 48.1% | 69.1%-21.0pp | 75.1%-26.9pp | 68.7%-20.5pp |
| Annual return | -2.15% | 27.52%-29.7pp | 24.41%-26.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $661 | $1,921-65.6% | $2,689-75.4% | $2,203-70.0% |
| Participant deferral / active EE | $624 | $2,400-74.0% | $3,162-80.3% | $3,192-80.4% |
| Admin fee / account holder | $3,641 | $2,820+29.1% | $3,357+8.5% | $4,297-15.3% |