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 | $50,726 | $82,674-38.6% | $125,363-59.5% | $68,495-25.9% |
| Participation rate | 25.8% | 75.0%-49.2pp | 82.4%-56.6pp | 67.9%-42.1pp |
| Annual return | -19.63% | -5.97%-13.7pp | 572.15%-591.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,159 | $6,111-64.7% | $7,447-71.0% | $4,028-46.4% |
| Admin fee / account holder | $811 | $6,276-87.1% | $10,005-91.9% | $5,403-85.0% |