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 | $111,215 | $75,962+46.4% | $154,108-27.8% | $64,173+73.3% |
| Participation rate | 25.7% | 70.4%-44.7pp | 83.0%-57.3pp | 69.6%-43.9pp |
| Annual return | -9.10% | 30.32%-39.4pp | 735.21%-744.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $356 | $3,175-88.8% | $5,081-93.0% | $3,470-89.7% |
| Admin fee / account holder | $550 | $5,589-90.2% | $13,411-95.9% | $4,887-88.7% |