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 | $61,600 | $65,704-6.2% | $94,229-34.6% | $59,633+3.3% |
| Participation rate | 51.4% | 72.1%-20.7pp | 78.8%-27.4pp | 68.7%-17.3pp |
| Annual return | -2.93% | 5.22%-8.1pp | 10.68%-13.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $993 | $3,143-68.4% | $4,320-77.0% | $3,192-68.9% |
| Admin fee / account holder | $1,339 | $4,265-68.6% | $6,269-78.6% | $4,297-68.8% |