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 | $32,346 | $73,848-56.2% | $143,799-77.5% | $68,486-52.8% |
| Participation rate | 24.4% | 66.7%-42.2pp | 80.3%-55.9pp | 67.9%-43.4pp |
| Annual return | -19.75% | 0.91%-20.7pp | -0.04%-19.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $405 | $3,184-87.3% | $4,952-91.8% | $2,597-84.4% |
| Participant deferral / active EE | $803 | $3,385-76.3% | $5,638-85.8% | $4,028-80.1% |
| Admin fee / account holder | $839 | $5,755-85.4% | $14,677-94.3% | $5,404-84.5% |