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 | $111,843 | $59,456+88.1% | $93,681+19.4% | $74,400+50.3% |
| Participation rate | 16.3% | 59.6%-43.4pp | 68.7%-52.5pp | 67.2%-51.0pp |
| Annual return | -0.40% | 82.00%-82.4pp | 133.47%-133.9pp | 1367.51%-1367.9pp |
| Employer contribution / active EE | $351 | $1,266-72.2% | $2,422-85.5% | $2,624-86.6% |
| Participant deferral / active EE | $701 | $3,052-77.0% | $4,415-84.1% | $4,348-83.9% |
| Admin fee / account holder | $4,391 | $3,026+45.1% | $8,290-47.0% | $1,944+125.9% |