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 | $54,148 | $72,177-25.0% | $115,038-52.9% | $59,633-9.2% |
| Participation rate | 35.4% | 72.6%-37.1pp | 81.4%-46.0pp | 68.7%-33.3pp |
| Annual return | -2.92% | 12.02%-14.9pp | 26.14%-29.1pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $581 | $2,841-79.6% | $4,608-87.4% | $2,203-73.6% |
| Participant deferral / active EE | $1,480 | $4,783-69.1% | $6,026-75.4% | $3,192-53.6% |
| Admin fee / account holder | $534 | $4,927-89.2% | $8,175-93.5% | $4,297-87.6% |