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 | $16,479 | $54,757-69.9% | $90,300-81.8% | $72,983-77.4% |
| Participation rate | 58.2% | 65.1%-6.9pp | 73.3%-15.1pp | 69.5%-11.3pp |
| Annual return | -0.45% | 30.63%-31.1pp | 78.11%-78.6pp | 81.01%-81.5pp |
| Employer contribution / active EE | $548 | $2,092-73.8% | $2,854-80.8% | $2,440-77.5% |
| Participant deferral / active EE | $453 | $2,887-84.3% | $3,884-88.3% | $3,608-87.4% |
| Admin fee / account holder | $12,422 | $3,972+212.8% | $5,353+132.1% | $5,124+142.4% |