Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,169 | $127,387-80.2% | $115,038-78.1% | $125,389-79.9% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -3.69% | 31.28%-35.0pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,381 | $5,166-73.3% | $4,608-70.0% | $4,866-71.6% |
| Participant deferral / active EE | $1,653 | $6,423-74.3% | $6,026-72.6% | $5,352-69.1% |
| Admin fee / account holder | $725 | $9,516-92.4% | $8,175-91.1% | $9,541-92.4% |