Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,259 | $138,114-71.6% | $125,391-68.7% | $134,545-70.8% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -22.62% | 750.88%-773.5pp | 572.41%-595.0pp | 418.37%-441.0pp |
| Employer contribution / active EE | $1,213 | $5,246-76.9% | $4,816-74.8% | $4,742-74.4% |
| Participant deferral / active EE | $2,105 | $7,801-73.0% | $7,448-71.7% | $6,401-67.1% |
| Admin fee / account holder | $546 | $11,570-95.3% | $10,009-94.5% | $11,431-95.2% |