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 | $48,774 | $47,969+1.7% | $85,969-43.3% | $52,331-6.8% |
| Participation rate | 31.8% | 61.7%-29.9pp | 76.5%-44.8pp | 68.1%-36.3pp |
| Annual return | -2.24% | -0.13%-2.1pp | 9.32%-11.6pp | 4.54%-6.8pp |
| Employer contribution / active EE | $465 | $1,460-68.1% | $3,474-86.6% | $1,882-75.3% |
| Participant deferral / active EE | $837 | $2,110-60.3% | $3,829-78.1% | $3,022-72.3% |
| Admin fee / account holder | $2,081 | $530+292.7% | $6,053-65.6% | $592+251.7% |