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 | $26,394 | $77,816-66.1% | $123,549-78.6% | $64,181-58.9% |
| Participation rate | 16.7% | 74.7%-58.0pp | 82.3%-65.6pp | 69.6%-52.9pp |
| Annual return | -9.60% | 12.49%-22.1pp | 119.20%-128.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $568 | $3,014-81.2% | $4,628-87.7% | $2,381-76.2% |
| Participant deferral / active EE | $1,003 | $5,240-80.9% | $6,426-84.4% | $3,470-71.1% |
| Admin fee / account holder | $380 | $5,519-93.1% | $9,284-95.9% | $4,887-92.2% |