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 | $105,905 | $167,362-36.7% | $143,799-26.4% | $134,532-21.3% |
| Participation rate | 13.0% | 84.8%-71.8pp | 80.3%-67.3pp | 81.2%-68.2pp |
| Annual return | -20.51% | 0.47%-21.0pp | -0.04%-20.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $940 | $6,447-85.4% | $5,638-83.3% | $6,401-85.3% |
| Admin fee / account holder | $11,692 | $18,094-35.4% | $14,677-20.3% | $11,429+2.3% |