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 | $15,967 | $54,355-70.6% | $82,744-80.7% | $68,486-76.7% |
| Participation rate | 57.5% | 63.9%-6.5pp | 72.6%-15.1pp | 67.9%-10.4pp |
| Annual return | -33.83% | -13.67%-20.2pp | 702.22%-736.0pp | -7.85%-26.0pp |
| Employer contribution / active EE | $1,172 | $2,219-47.2% | $3,008-61.0% | $2,597-54.9% |
| Participant deferral / active EE | $810 | $3,246-75.0% | $4,395-81.6% | $4,028-79.9% |
| Admin fee / account holder | $1,430 | $4,397-67.5% | $5,325-73.1% | $5,404-73.5% |