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 | $43,932 | $77,638-43.4% | $156,551-71.9% | $62,881-30.1% |
| Participation rate | 30.3% | 71.2%-40.9pp | 84.0%-53.7pp | 69.3%-39.0pp |
| Annual return | -0.79% | 50.33%-51.1pp | 32.23%-33.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $465 | $3,444-86.5% | $5,501-91.6% | $2,281-79.6% |
| Participant deferral / active EE | $534 | $3,046-82.5% | $4,871-89.0% | $3,203-83.3% |
| Admin fee / account holder | $1,113 | $5,561-80.0% | $13,028-91.5% | $4,296-74.1% |