Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,204 | $57,352-63.0% | $83,831-74.7% | $64,173-67.0% |
| Participation rate | 65.5% | 68.6%-3.1pp | 76.1%-10.6pp | 69.6%-4.1pp |
| Annual return | -9.91% | 11.38%-21.3pp | 850.99%-860.9pp | 7.63%-17.5pp |
| Employer contribution / active EE | $9,632 | $2,546+278.4% | $3,631+165.3% | $2,381+304.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,822 | $4,046+43.9% | $5,479+6.3% | $4,887+19.1% |