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 | $35,268 | $64,719-45.5% | $112,249-68.6% | $68,486-48.5% |
| Participation rate | 62.8% | 67.2%-4.4pp | 75.1%-12.3pp | 67.9%-5.1pp |
| Annual return | -21.74% | -11.40%-10.3pp | 27.48%-49.2pp | -7.85%-13.9pp |
| Employer contribution / active EE | $779 | $2,747-71.7% | $3,636-78.6% | $2,597-70.0% |
| Participant deferral / active EE | $1,473 | $3,565-58.7% | $4,729-68.9% | $4,028-63.4% |
| Admin fee / account holder | $2,043 | $5,232-60.9% | $6,412-68.1% | $5,404-62.2% |