Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $239,471 | $58,258+311.1% | $81,820+192.7% | $80,925+195.9% |
| Participation rate | 15.6% | 63.5%-47.8pp | 72.4%-56.8pp | 67.7%-52.0pp |
| Annual return | 4.13% | 41.76%-37.6pp | 777.93%-773.8pp | 35.65%-31.5pp |
| Employer contribution / active EE | $330 | $2,345-85.9% | $2,915-88.7% | $2,756-88.0% |
| Participant deferral / active EE | $381 | $3,284-88.4% | $4,323-91.2% | $4,299-91.1% |
| Admin fee / account holder | $5,577 | $4,976+12.1% | $7,391-24.5% | $6,940-19.6% |