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 | $35,307 | $77,574-54.5% | $108,753-67.5% | $86,983-59.4% |
| Participation rate | 26.7% | 62.3%-35.6pp | 71.1%-44.4pp | 69.5%-42.9pp |
| Annual return | -0.17% | 18.42%-18.6pp | 37.47%-37.6pp | 25.83%-26.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $320 | $3,128-89.8% | $4,115-92.2% | $4,194-92.4% |
| Admin fee / account holder | $10,955 | $6,529+67.8% | $10,320+6.2% | $7,856+39.5% |