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 | $21,803 | $182,442-88.0% | $163,379-86.7% | $138,895-84.3% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.8%-76.8pp | 79.9%-79.9pp |
| Annual return | -1.88% | 72.74%-74.6pp | 63.41%-65.3pp | 145.39%-147.3pp |
| Employer contribution / active EE | $660 | $4,159-84.1% | $3,752-82.4% | $4,194-84.3% |
| Participant deferral / active EE | $660 | $6,817-90.3% | $6,282-89.5% | $6,396-89.7% |
| Admin fee / account holder | $479,293 | $10,396+4510.5% | $9,818+4781.9% | $12,562+3715.4% |