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 | $138,936 | $102,429+35.6% | $147,096-5.5% | $80,925+71.7% |
| Participation rate | 6.3% | 75.9%-69.5pp | 82.2%-75.9pp | 67.7%-61.3pp |
| Annual return | 0.46% | 135.02%-134.6pp | 419.75%-419.3pp | 35.65%-35.2pp |
| Employer contribution / active EE | $1,567 | $3,716-57.8% | $4,936-68.3% | $2,756-43.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,502 | $7,957-81.1% | $13,005-88.4% | $6,940-78.4% |