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 | $63,093 | $71,878-12.2% | $86,698-27.2% | $68,486-7.9% |
| Participation rate | 19.6% | 72.2%-52.7pp | 76.6%-57.0pp | 67.9%-48.3pp |
| Annual return | -22.93% | 3.53%-26.5pp | 35.95%-58.9pp | -7.85%-15.1pp |
| Employer contribution / active EE | $599 | $2,173-72.4% | $2,837-78.9% | $2,597-76.9% |
| Participant deferral / active EE | $1,436 | $3,779-62.0% | $4,656-69.2% | $4,028-64.4% |
| Admin fee / account holder | $20,178 | $6,113+230.1% | $7,493+169.3% | $5,404+273.4% |