Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,194 | $84,685-69.1% | $73,836-64.5% | $125,389-79.1% |
| Participation rate | 30.0% | 76.8%-46.8pp | 73.4%-43.4pp | 83.2%-53.2pp |
| Annual return | -3.86% | 3123.80%-3127.7pp | 2268.06%-2271.9pp | 282.24%-286.1pp |
| Employer contribution / active EE | $94 | $3,123-97.0% | $2,787-96.6% | $4,866-98.1% |
| Participant deferral / active EE | $285 | $3,993-92.9% | $3,583-92.0% | $5,352-94.7% |
| Admin fee / account holder | $2,620 | $5,694-54.0% | $4,882-46.3% | $9,541-72.5% |