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 | $21,941 | $112,729-80.5% | $98,716-77.8% | $137,256-84.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | -16.33% | 38.48%-54.8pp | 31.81%-48.1pp | 220.34%-236.7pp |
| Employer contribution / active EE | $884 | $2,725-67.6% | $2,279-61.2% | $4,156-78.7% |
| Participant deferral / active EE | $861 | $4,640-81.4% | $4,048-78.7% | $6,407-86.6% |
| Admin fee / account holder | $312 | $10,129-96.9% | $8,703-96.4% | $12,270-97.5% |