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 | $57,190 | $77,817-26.5% | $123,553-53.7% | $64,173-10.9% |
| Participation rate | 63.2% | 74.7%-11.6pp | 82.3%-19.1pp | 69.6%-6.4pp |
| Annual return | -10.35% | 12.49%-22.8pp | 119.21%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $7,895 | $3,014+161.9% | $4,628+70.6% | $2,381+231.6% |
| Participant deferral / active EE | $1,910 | $5,240-63.6% | $6,426-70.3% | $3,470-45.0% |
| Admin fee / account holder | $1,081 | $5,519-80.4% | $9,284-88.4% | $4,887-77.9% |