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 | $51,743 | $60,349-14.3% | $74,184-30.3% | $62,881-17.7% |
| Participation rate | 43.3% | 72.7%-29.4pp | 76.6%-33.3pp | 69.3%-26.0pp |
| Annual return | -1.44% | 21.38%-22.8pp | 17.74%-19.2pp | 20.14%-21.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $155 | $2,856-94.6% | $3,550-95.6% | $3,203-95.2% |
| Admin fee / account holder | $2,520 | $4,261-40.9% | $5,586-54.9% | $4,296-41.3% |