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 | $111,624 | $85,766+30.1% | $136,298-18.1% | $70,126+59.2% |
| Participation rate | 0.0% | 74.2%-74.2pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 8.88% | 31.46%-22.6pp | 5156.27%-5147.4pp | 73.15%-64.3pp |
| Employer contribution / active EE | $683 | $2,966-77.0% | $4,696-85.5% | $2,343-70.9% |
| Participant deferral / active EE | $1,001 | $5,051-80.2% | $6,247-84.0% | $3,332-70.0% |
| Admin fee / account holder | $1,181 | $5,421-78.2% | $9,244-87.2% | $4,645-74.6% |