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 | $23,074 | $75,832-69.6% | $147,617-84.4% | $59,633-61.3% |
| Participation rate | 55.9% | 71.6%-15.7pp | 84.6%-28.7pp | 68.7%-12.8pp |
| Annual return | -4.55% | 0.37%-4.9pp | 61.98%-66.5pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $875 | $3,485-74.9% | $5,564-84.3% | $2,203-60.3% |
| Participant deferral / active EE | $758 | $3,131-75.8% | $4,895-84.5% | $3,192-76.3% |
| Admin fee / account holder | $1,201 | $5,986-79.9% | $11,612-89.7% | $4,297-72.1% |