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 | $58,204 | $73,397-20.7% | $178,014-67.3% | $74,546-21.9% |
| Participation rate | 9.8% | 66.6%-56.8pp | 77.1%-67.3pp | 67.2%-57.5pp |
| Annual return | 9.01% | 17.49%-8.5pp | 294.80%-285.8pp | 1366.03%-1357.0pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,950-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $630 | $4,512-86.0% | $6,276-90.0% | $4,347-85.5% |
| Admin fee / account holder | $4,076 | $1,809+125.3% | $10,362-60.7% | $1,944+109.7% |