Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,759 | $100,792-52.6% | $86,691-44.9% | $134,509-64.5% |
| Participation rate | 27.3% | 78.9%-51.7pp | 76.6%-49.3pp | 81.2%-54.0pp |
| Annual return | -23.00% | 29.08%-52.1pp | 35.94%-58.9pp | 418.13%-441.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,151 | $5,339-78.4% | $4,656-75.3% | $6,400-82.0% |
| Admin fee / account holder | $5,318 | $10,924-51.3% | $7,492-29.0% | $11,427-53.5% |