Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,378 | $162,136-85.0% | $152,301-84.0% | $154,746-84.2% |
| Participation rate | 30.0% | 84.1%-54.1pp | 82.4%-52.4pp | 80.7%-50.7pp |
| Annual return | -0.06% | 91.02%-91.1pp | 80.50%-80.6pp | 172.34%-172.4pp |
| Employer contribution / active EE | $2,021 | $4,890-58.7% | $4,624-56.3% | $4,379-53.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $919 | $15,759-94.2% | $14,398-93.6% | $14,365-93.6% |