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 | $53,314 | $91,537-41.8% | $130,045-59.0% | $75,173-29.1% |
| Participation rate | 22.6% | 71.5%-48.9pp | 78.5%-55.9pp | 67.2%-44.6pp |
| Annual return | 8.36% | -631.55%+639.9pp | -137.30%+145.7pp | 160.72%-152.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,360 | $4,343-68.7% | $5,820-76.6% | $4,126-67.0% |
| Admin fee / account holder | $29,276 | $6,780+331.8% | $10,600+176.2% | $5,651+418.1% |