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 | $21,116 | $75,962-72.2% | $154,108-86.3% | $64,173-67.1% |
| Participation rate | 18.5% | 70.4%-51.9pp | 83.0%-64.5pp | 69.6%-51.1pp |
| Annual return | -8.58% | 30.32%-38.9pp | 735.21%-743.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $64 | $3,175-98.0% | $5,081-98.7% | $3,470-98.2% |
| Admin fee / account holder | $533 | $5,589-90.5% | $13,411-96.0% | $4,887-89.1% |