Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $61,150 | $185,312-67.0% | $161,489-62.1% | $154,746-60.5% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | -6.45% | 103.84%-110.3pp | 89.72%-96.2pp | 172.34%-178.8pp |
| Employer contribution / active EE | $1,263 | $4,769-73.5% | $4,268-70.4% | $4,379-71.1% |
| Participant deferral / active EE | $1,246 | $6,350-80.4% | $5,630-77.9% | $6,730-81.5% |
| Admin fee / account holder | $14,115 | $18,654-24.3% | $16,006-11.8% | $14,365-1.7% |