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 | $88,030 | $168,626-47.8% | $133,698-34.2% | $145,897-39.7% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.4%-36.4pp | 80.3%-40.3pp |
| Annual return | -6.24% | 1168.99%-1175.2pp | 580.90%-587.1pp | 552.29%-558.5pp |
| Employer contribution / active EE | $1,411 | $5,290-73.3% | $4,218-66.5% | $4,663-69.7% |
| Participant deferral / active EE | $2,040 | $8,688-76.5% | $7,016-70.9% | $6,689-69.5% |
| Admin fee / account holder | $1,004 | $9,638-89.6% | $6,703-85.0% | $13,390-92.5% |