Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,263 | $58,828-33.3% | $78,002-49.7% | $62,881-37.6% |
| Participation rate | 45.2% | 71.1%-25.8pp | 75.5%-30.3pp | 69.3%-24.1pp |
| Annual return | -2.48% | 17.16%-19.6pp | 425.99%-428.5pp | 20.14%-22.6pp |
| Employer contribution / active EE | $400 | $1,672-76.1% | $2,470-83.8% | $2,281-82.5% |
| Participant deferral / active EE | $1,026 | $2,686-61.8% | $3,497-70.7% | $3,203-68.0% |
| Admin fee / account holder | $2,254 | $4,393-48.7% | $5,481-58.9% | $4,296-47.5% |