Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,733 | $78,027-73.4% | $178,528-88.4% | $80,925-74.4% |
| Participation rate | 29.2% | 65.7%-36.5pp | 77.1%-47.9pp | 67.7%-38.4pp |
| Annual return | -67.61% | 18.09%-85.7pp | 27.11%-94.7pp | 35.65%-103.3pp |
| Employer contribution / active EE | $905 | $2,281-60.3% | $3,950-77.1% | $2,756-67.2% |
| Participant deferral / active EE | $1,287 | $4,408-70.8% | $6,278-79.5% | $4,299-70.1% |
| Admin fee / account holder | $2,738 | $7,168-61.8% | $10,419-73.7% | $6,940-60.5% |