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 | $22,874 | $58,726-61.1% | $142,898-84.0% | $85,851-73.4% |
| Participation rate | 3.8% | 58.5%-54.6pp | 72.0%-68.1pp | 69.3%-65.5pp |
| Annual return | 9.14% | 27.73%-18.6pp | 5639.64%-5630.5pp | 318.63%-309.5pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $126 | $2,609-95.2% | $3,838-96.7% | $3,952-96.8% |
| Admin fee / account holder | $81,634 | $4,234+1827.9% | $6,560+1144.4% | $6,261+1203.9% |