Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,423 | $82,678-77.7% | $125,391-85.3% | $68,490-73.1% |
| Participation rate | 55.3% | 75.1%-19.7pp | 82.4%-27.1pp | 67.9%-12.6pp |
| Annual return | -19.60% | -5.97%-13.6pp | 572.41%-592.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $826 | $3,382-75.6% | $4,816-82.8% | $2,597-68.2% |
| Participant deferral / active EE | $2,230 | $6,111-63.5% | $7,448-70.1% | $4,028-44.6% |
| Admin fee / account holder | $381 | $6,277-93.9% | $10,009-96.2% | $5,403-93.0% |