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 | $30,376 | $59,813-49.2% | $79,580-61.8% | $68,486-55.6% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -24.13% | -12.30%-11.8pp | 0.15%-24.3pp | -7.85%-16.3pp |
| Employer contribution / active EE | $521 | $1,505-65.4% | $2,413-78.4% | $2,597-79.9% |
| Participant deferral / active EE | $943 | $3,024-68.8% | $3,985-76.3% | $4,028-76.6% |
| Admin fee / account holder | $1,195 | $4,835-75.3% | $6,835-82.5% | $5,404-77.9% |