Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $145,991 | $72,465+101.5% | $67,575+116.0% | $145,884+0.1% |
| Participation rate | 29.4% | 76.9%-47.5pp | 72.9%-43.5pp | 80.3%-50.9pp |
| Annual return | -8.00% | 7222.56%-7230.6pp | 3528.98%-3537.0pp | 551.85%-559.8pp |
| Employer contribution / active EE | $10,350 | $3,074+236.8% | $2,736+278.4% | $4,662+122.0% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,337 | $5,515-57.6% | $3,993-41.5% | $13,392-82.6% |