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 | $30,483 | $72,177-57.8% | $115,038-73.5% | $59,633-48.9% |
| Participation rate | 35.1% | 72.6%-37.4pp | 81.4%-46.2pp | 68.7%-33.5pp |
| Annual return | -2.45% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,850 | $4,783-61.3% | $6,026-69.3% | $3,192-42.0% |
| Admin fee / account holder | $369 | $4,927-92.5% | $8,175-95.5% | $4,297-91.4% |