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 | $56,335 | $33,120+70.1% | $40,757+38.2% | $59,633-5.5% |
| Participation rate | 16.0% | 70.7%-54.7pp | 79.3%-63.3pp | 68.7%-52.7pp |
| Annual return | -7.02% | 1.43%-8.5pp | -0.50%-6.5pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $0 | $2,119-100.0% | $3,004-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $407 | $2,513-83.8% | $3,485-88.3% | $3,192-87.3% |
| Admin fee / account holder | $2,309 | $2,449-5.7% | $4,272-45.9% | $4,297-46.3% |