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 | $34,499 | $81,870-57.9% | $119,622-71.2% | $68,486-49.6% |
| Participation rate | 21.6% | 71.9%-50.3pp | 79.3%-57.6pp | 67.9%-46.3pp |
| Annual return | -21.59% | -23.82%+2.2pp | -14.98%-6.6pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $155 | $4,148-96.3% | $5,601-97.2% | $4,028-96.1% |
| Admin fee / account holder | $1,303 | $6,583-80.2% | $10,328-87.4% | $5,404-75.9% |