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 | $31,670 | $127,387-75.1% | $115,038-72.5% | $125,389-74.7% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -5.26% | 31.28%-36.5pp | 26.14%-31.4pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,169 | $5,166-77.4% | $4,608-74.6% | $4,866-76.0% |
| Participant deferral / active EE | $1,462 | $6,423-77.2% | $6,026-75.7% | $5,352-72.7% |
| Admin fee / account holder | $900 | $9,516-90.5% | $8,175-89.0% | $9,541-90.6% |