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 | $70,551 | $82,314-14.3% | $68,808+2.5% | $134,532-47.6% |
| Participation rate | 38.1% | 75.1%-37.0pp | 69.0%-30.9pp | 81.2%-43.1pp |
| Annual return | -21.98% | -2.18%-19.8pp | -6.37%-15.6pp | 418.27%-440.2pp |
| Employer contribution / active EE | $631 | $3,301-80.9% | $2,656-76.2% | $4,741-86.7% |
| Participant deferral / active EE | $631 | $4,740-86.7% | $3,942-84.0% | $6,401-90.1% |
| Admin fee / account holder | $5,081 | $6,484-21.6% | $4,936+2.9% | $11,429-55.5% |