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 | $33,591 | $127,387-73.6% | $115,038-70.8% | $125,389-73.2% |
| Participation rate | 16.7% | 84.2%-67.5pp | 81.4%-64.7pp | 83.2%-66.5pp |
| Annual return | -37.68% | 31.28%-69.0pp | 26.14%-63.8pp | 282.24%-319.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,200 | $6,423-81.3% | $6,026-80.1% | $5,352-77.6% |
| Admin fee / account holder | $18,361 | $9,516+92.9% | $8,175+124.6% | $9,541+92.4% |