Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,838 | $82,674-33.7% | $125,358-56.3% | $68,498-19.9% |
| Participation rate | 48.0% | 75.0%-27.0pp | 82.4%-34.4pp | 67.9%-19.9pp |
| Annual return | -19.90% | -5.97%-13.9pp | 572.03%-591.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,023 | $3,381-69.8% | $4,814-78.8% | $2,596-60.6% |
| Participant deferral / active EE | $2,126 | $6,111-65.2% | $7,447-71.5% | $4,027-47.2% |
| Admin fee / account holder | $2,821 | $6,276-55.1% | $10,007-71.8% | $5,403-47.8% |