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 | $33,924 | $109,905-69.1% | $98,506-65.6% | $167,553-79.8% |
| Participation rate | 21.1% | 75.8%-54.8pp | 73.3%-52.3pp | 82.1%-61.1pp |
| Annual return | 5.11% | 1960.20%-1955.1pp | 1494.92%-1489.8pp | 478.89%-473.8pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $374 | $4,674-92.0% | $4,277-91.3% | $6,343-94.1% |
| Admin fee / account holder | $63,573 | $6,760+840.4% | $5,955+967.6% | $12,316+416.2% |