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 | $62,660 | $138,102-54.6% | $125,381-50.0% | $134,532-53.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -25.23% | 750.73%-776.0pp | 572.31%-597.5pp | 418.27%-443.5pp |
| Employer contribution / active EE | $1,076 | $5,245-79.5% | $4,815-77.6% | $4,741-77.3% |
| Participant deferral / active EE | $2,334 | $7,801-70.1% | $7,448-68.7% | $6,401-63.5% |
| Admin fee / account holder | $842 | $11,568-92.7% | $10,007-91.6% | $11,429-92.6% |