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 | $64,976 | $167,533-61.2% | $151,645-57.2% | $134,545-51.7% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -21.21% | 7.81%-29.0pp | 3.34%-24.5pp | 418.37%-439.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,073 | $8,985-88.1% | $8,363-87.2% | $6,401-83.2% |
| Admin fee / account holder | $3,229 | $13,781-76.6% | $11,614-72.2% | $11,431-71.8% |