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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,537 | $79,867+450.3% | $120,344+265.2% | $64,340+583.2% |
| Participation rate | 0.0% | 63.0%-63.0pp | 76.7%-76.7pp | 55.2%-55.2pp |
| Annual return | -51.18% | 21.10%-72.3pp | 20.30%-71.5pp | 24.14%-75.3pp |
| Employer contribution / active EE | $620 | $1,925-67.8% | $3,020-79.5% | $1,862-66.7% |
| Participant deferral / active EE | $1,185 | $3,593-67.0% | $5,135-76.9% | $2,980-60.2% |
| Admin fee / account holder | $142,902 | $5,039+2735.8% | $12,742+1021.5% | $3,703+3759.6% |