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 | $76,085 | $127,096-40.1% | $105,736-28.0% | $135,380-43.8% |
| Participation rate | 47.6% | 82.7%-35.1pp | 76.3%-28.7pp | 82.6%-35.0pp |
| Annual return | -8.66% | 4.49%-13.2pp | 6.27%-14.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,212 | $5,064-76.1% | $4,080-70.3% | $5,609-78.4% |
| Admin fee / account holder | $19,956 | $9,087+119.6% | $6,913+188.7% | $10,828+84.3% |