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 | $22,920 | $129,943-82.4% | $104,303-78.0% | $134,493-83.0% |
| Participation rate | 29.2% | 79.5%-50.4pp | 73.3%-44.1pp | 81.2%-52.1pp |
| Annual return | -22.23% | 42.03%-64.3pp | 24.61%-46.8pp | 418.01%-440.2pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $376 | $5,588-93.3% | $4,625-91.9% | $6,400-94.1% |
| Admin fee / account holder | $481 | $9,323-94.8% | $7,340-93.5% | $11,425-95.8% |