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 | $43,063 | $82,674-47.9% | $125,381-65.7% | $68,486-37.1% |
| Participation rate | 59.3% | 75.1%-15.8pp | 82.4%-23.1pp | 67.9%-8.6pp |
| Annual return | -23.83% | -5.97%-17.9pp | 572.31%-596.1pp | -7.85%-16.0pp |
| Employer contribution / active EE | $1,156 | $3,382-65.8% | $4,815-76.0% | $2,597-55.5% |
| Participant deferral / active EE | $2,234 | $6,111-63.4% | $7,448-70.0% | $4,028-44.5% |
| Admin fee / account holder | $554 | $6,277-91.2% | $10,007-94.5% | $5,404-89.8% |