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 | $95,163 | $109,967-13.5% | $97,197-2.1% | $145,877-34.8% |
| Participation rate | 4.8% | 76.0%-71.2pp | 72.7%-67.9pp | 80.3%-75.5pp |
| Annual return | -0.30% | 244.27%-244.6pp | 75.47%-75.8pp | 551.28%-551.6pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $391 | $4,676-91.6% | $4,263-90.8% | $6,691-94.2% |
| Admin fee / account holder | $8,967 | $6,199+44.7% | $5,637+59.1% | $13,402-33.1% |