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 | $29,786 | $40,263-26.0% | $57,347-48.1% | $59,632-50.1% |
| Participation rate | 55.9% | 69.2%-13.3pp | 75.1%-19.2pp | 68.7%-12.8pp |
| Annual return | -4.76% | 27.50%-32.3pp | 24.40%-29.2pp | 2041.32%-2046.1pp |
| Employer contribution / active EE | $491 | $1,922-74.4% | $2,689-81.7% | $2,203-77.7% |
| Participant deferral / active EE | $388 | $2,400-83.8% | $3,162-87.7% | $3,192-87.8% |
| Admin fee / account holder | $2,044 | $2,819-27.5% | $3,356-39.1% | $4,297-52.4% |