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 | $99,839 | $76,912+29.8% | $129,118-22.7% | $68,490+45.8% |
| Participation rate | 22.9% | 69.1%-46.2pp | 77.2%-54.3pp | 67.9%-45.0pp |
| Annual return | -22.45% | -9.78%-12.7pp | -10.94%-11.5pp | -7.85%-14.6pp |
| Employer contribution / active EE | $944 | $3,243-70.9% | $5,051-81.3% | $2,597-63.6% |
| Participant deferral / active EE | $1,735 | $4,732-63.3% | $6,539-73.5% | $4,028-56.9% |
| Admin fee / account holder | $8,008 | $6,638+20.6% | $14,305-44.0% | $5,403+48.2% |