Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Employer 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 | $210,795 | $111,787+88.6% | $93,681+125.0% | $145,978+44.4% |
| Participation rate | 5.3% | 74.2%-69.0pp | 68.7%-63.5pp | 80.3%-75.0pp |
| Annual return | -0.24% | 203.52%-203.8pp | 133.47%-133.7pp | 550.52%-550.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,605 | $4,918-67.4% | $4,415-63.6% | $6,690-76.0% |
| Admin fee / account holder | $23,124 | $10,256+125.5% | $8,290+178.9% | $13,400+72.6% |