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 | $45,648 | $45,566+0.2% | $64,105-28.8% | $59,633-23.5% |
| Participation rate | 32.4% | 60.2%-27.8pp | 68.2%-35.8pp | 68.7%-36.3pp |
| Annual return | -3.36% | 4.95%-8.3pp | 791.24%-794.6pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $257 | $934-72.5% | $1,820-85.9% | $2,203-88.4% |
| Participant deferral / active EE | $810 | $2,057-60.6% | $2,822-71.3% | $3,192-74.6% |
| Admin fee / account holder | $10,983 | $3,268+236.1% | $4,499+144.1% | $4,297+155.6% |