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 | $13,635 | $73,863-81.5% | $143,797-90.5% | $68,490-80.1% |
| Participation rate | 16.3% | 66.7%-50.4pp | 80.3%-64.0pp | 67.9%-51.6pp |
| Annual return | -26.38% | 0.91%-27.3pp | -0.04%-26.3pp | -7.85%-18.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $783 | $3,385-76.9% | $5,638-86.1% | $4,028-80.6% |
| Admin fee / account holder | $1,258 | $5,756-78.1% | $14,679-91.4% | $5,403-76.7% |