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 | $66,880 | $72,404-7.6% | $110,243-39.3% | $64,173+4.2% |
| Participation rate | 18.4% | 73.3%-54.9pp | 79.8%-61.4pp | 69.6%-51.1pp |
| Annual return | -8.86% | -6.29%-2.6pp | 314.76%-323.6pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $671 | $3,469-80.7% | $4,672-85.6% | $3,470-80.7% |
| Admin fee / account holder | $478 | $5,664-91.6% | $8,548-94.4% | $4,887-90.2% |