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 | $44,855 | $138,102-67.5% | $125,381-64.2% | $134,532-66.7% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -23.92% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.2pp |
| Employer contribution / active EE | $1,074 | $5,245-79.5% | $4,815-77.7% | $4,741-77.3% |
| Participant deferral / active EE | $2,389 | $7,801-69.4% | $7,448-67.9% | $6,401-62.7% |
| Admin fee / account holder | $4,919 | $11,568-57.5% | $10,007-50.8% | $11,429-57.0% |