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.
Employer 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 | $190,563 | $138,078+38.0% | $125,363+52.0% | $134,509+41.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -29.71% | 750.49%-780.2pp | 572.15%-601.9pp | 418.13%-447.8pp |
| Employer contribution / active EE | $593 | $5,245-88.7% | $4,815-87.7% | $4,741-87.5% |
| Participant deferral / active EE | $7,427 | $7,800-4.8% | $7,447-0.3% | $6,400+16.0% |
| Admin fee / account holder | $1,959 | $11,566-83.1% | $10,005-80.4% | $11,427-82.9% |