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 | $18,698 | $75,962-75.4% | $154,108-87.9% | $64,173-70.9% |
| Participation rate | 10.3% | 70.4%-60.1pp | 83.0%-72.7pp | 69.6%-59.2pp |
| Annual return | -8.54% | 30.32%-38.9pp | 735.21%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $292 | $3,175-90.8% | $5,081-94.3% | $3,470-91.6% |
| Admin fee / account holder | $2,428 | $5,589-56.6% | $13,411-81.9% | $4,887-50.3% |