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 | $37,491 | $66,764-43.8% | $88,497-57.6% | $62,881-40.4% |
| Participation rate | 39.3% | 77.3%-38.0pp | 82.4%-43.1pp | 69.3%-30.0pp |
| Annual return | -2.13% | 10.37%-12.5pp | 7.63%-9.8pp | 20.14%-22.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $929 | $3,976-76.6% | $4,899-81.0% | $3,203-71.0% |
| Admin fee / account holder | $38,437 | $4,668+723.4% | $6,220+518.0% | $4,296+794.8% |