Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,979 | $112,935-53.1% | $90,970-41.8% | $158,966-66.7% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | -52.66% | 215.79%-268.4pp | 134.58%-187.2pp | 302.95%-355.6pp |
| Employer contribution / active EE | $600 | $2,895-79.3% | $2,122-71.7% | $4,762-87.4% |
| Participant deferral / active EE | $750 | $4,129-81.8% | $3,373-77.8% | $5,983-87.5% |
| Admin fee / account holder | $302 | $8,045-96.3% | $5,960-94.9% | $11,250-97.3% |