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 | $18,682 | $83,337-77.6% | $67,834-72.5% | $273,972-93.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | -13.72% | 259.45%-273.2pp | 138.47%-152.2pp | 41.46%-55.2pp |
| Employer contribution / active EE | $1,272 | $3,287-61.3% | $2,403-47.1% | $4,869-73.9% |
| Participant deferral / active EE | $424 | $4,088-89.6% | $3,160-86.6% | $5,287-92.0% |
| Admin fee / account holder | $5,516 | $6,752-18.3% | $4,622+19.3% | $10,133-45.6% |