Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,273 | $99,647-86.7% | $86,439-84.6% | $134,509-90.1% |
| Participation rate | 36.4% | 82.1%-45.7pp | 80.3%-44.0pp | 81.2%-44.9pp |
| Annual return | -21.31% | 6784.13%-6805.4pp | 4395.55%-4416.9pp | 418.13%-439.4pp |
| Employer contribution / active EE | $590 | $4,401-86.6% | $3,769-84.3% | $4,741-87.6% |
| Participant deferral / active EE | $1,111 | $7,246-84.7% | $6,952-84.0% | $6,400-82.6% |
| Admin fee / account holder | $1,101 | $8,373-86.9% | $6,732-83.7% | $11,427-90.4% |