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 | $25,352 | $45,872-44.7% | $77,081-67.1% | $68,495-63.0% |
| Participation rate | 16.7% | 55.9%-39.3pp | 67.9%-51.2pp | 67.9%-51.2pp |
| Annual return | -27.77% | 1.73%-29.5pp | 42.33%-70.1pp | -7.84%-19.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $304 | $2,963-89.7% | $4,428-93.1% | $4,028-92.5% |
| Admin fee / account holder | $6,107 | $3,041+100.8% | $5,427+12.5% | $5,403+13.0% |