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 | $31,163 | $82,028-62.0% | $123,105-74.7% | $59,633-47.7% |
| Participation rate | 48.1% | 83.2%-35.1pp | 86.8%-38.6pp | 68.7%-20.5pp |
| Annual return | -2.47% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,176 | $4,667-53.4% | $6,229-65.1% | $3,192-31.8% |
| Admin fee / account holder | $2,609 | $5,879-55.6% | $9,014-71.1% | $4,297-39.3% |