Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,668 | $106,588-79.7% | $94,215-77.0% | $155,188-86.0% |
| Participation rate | 33.3% | 74.3%-40.9pp | 70.0%-36.6pp | 80.8%-47.5pp |
| Annual return | -7.26% | 29.39%-36.6pp | 28.22%-35.5pp | 148.84%-156.1pp |
| Employer contribution / active EE | $551 | $3,080-82.1% | $2,675-79.4% | $4,248-87.0% |
| Participant deferral / active EE | $814 | $4,802-83.1% | $4,276-81.0% | $6,531-87.5% |
| Admin fee / account holder | $5,147 | $12,281-58.1% | $10,216-49.6% | $14,480-64.5% |