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 | $58,007 | $49,280+17.7% | $67,313-13.8% | $64,173-9.6% |
| Participation rate | 11.6% | 60.8%-49.2pp | 69.1%-57.5pp | 69.6%-57.9pp |
| Annual return | -8.56% | -1.39%-7.2pp | -4.08%-4.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $382 | $1,668-77.1% | $2,566-85.1% | $2,381-83.9% |
| Participant deferral / active EE | $543 | $2,484-78.2% | $3,568-84.8% | $3,470-84.4% |
| Admin fee / account holder | $1,303 | $3,863-66.3% | $4,507-71.1% | $4,887-73.3% |