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 | $31,904 | $165,381-80.7% | $149,730-78.7% | $158,966-79.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | -3.65% | 348.29%-351.9pp | 276.70%-280.4pp | 302.95%-306.6pp |
| Employer contribution / active EE | $1,031 | $5,104-79.8% | $4,645-77.8% | $4,762-78.3% |
| Participant deferral / active EE | $1,432 | $7,182-80.1% | $6,843-79.1% | $5,983-76.1% |
| Admin fee / account holder | $56,644 | $10,809+424.0% | $9,310+508.4% | $11,250+403.5% |