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 | $32,346 | $67,411-52.0% | $91,004-64.5% | $70,126-53.9% |
| Participation rate | 67.8% | 71.4%-3.6pp | 75.6%-7.8pp | 69.5%-1.7pp |
| Annual return | 10.48% | -40.16%+50.6pp | 4.60%+5.9pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $507 | $2,823-82.0% | $3,548-85.7% | $3,332-84.8% |
| Admin fee / account holder | $1,756 | $4,236-58.5% | $5,417-67.6% | $4,645-62.2% |