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 | $40,685 | $81,870-50.3% | $119,634-66.0% | $68,490-40.6% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -18.86% | -23.82%+5.0pp | -14.98%-3.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $764 | $2,692-71.6% | $4,232-82.0% | $2,597-70.6% |
| Participant deferral / active EE | $1,750 | $4,148-57.8% | $5,601-68.8% | $4,028-56.6% |
| Admin fee / account holder | $605 | $6,583-90.8% | $10,329-94.1% | $5,403-88.8% |