Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,342 | $138,075-83.1% | $123,552-81.1% | $135,379-82.8% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -12.40% | 153.70%-166.1pp | 119.20%-131.6pp | 519.79%-532.2pp |
| Employer contribution / active EE | $901 | $5,152-82.5% | $4,628-80.5% | $4,779-81.1% |
| Participant deferral / active EE | $1,897 | $6,800-72.1% | $6,426-70.5% | $5,609-66.2% |
| Admin fee / account holder | $2,101 | $10,917-80.8% | $9,285-77.4% | $10,828-80.6% |