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 | $19,042 | $82,674-77.0% | $125,381-84.8% | $68,486-72.2% |
| Participation rate | 26.0% | 75.1%-49.0pp | 82.4%-56.4pp | 67.9%-41.9pp |
| Annual return | -20.05% | -5.97%-14.1pp | 572.31%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $908 | $3,382-73.1% | $4,815-81.1% | $2,597-65.0% |
| Participant deferral / active EE | $1,708 | $6,111-72.0% | $7,448-77.1% | $4,028-57.6% |
| Admin fee / account holder | $1,121 | $6,277-82.1% | $10,007-88.8% | $5,404-79.3% |