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 | $20,428 | $56,484-63.8% | $169,452-87.9% | $64,173-68.2% |
| Participation rate | 18.4% | 64.5%-46.1pp | 77.8%-59.4pp | 69.6%-51.1pp |
| Annual return | -12.07% | -1.55%-10.5pp | 1.83%-13.9pp | 7.63%-19.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $680 | $3,448-80.3% | $5,277-87.1% | $3,470-80.4% |
| Admin fee / account holder | $794 | $4,174-81.0% | $9,110-91.3% | $4,887-83.8% |