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 | $106,034 | $166,089-36.2% | $164,928-35.7% | $145,978-27.4% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.6%-33.6pp | 80.3%-35.3pp |
| Annual return | -26.88% | 100.26%-127.1pp | 70.08%-97.0pp | 550.52%-577.4pp |
| Employer contribution / active EE | $393 | $5,276-92.5% | $4,343-90.9% | $4,662-91.6% |
| Participant deferral / active EE | $4,829 | $6,961-30.6% | $6,034-20.0% | $6,690-27.8% |
| Admin fee / account holder | $18,766 | $16,641+12.8% | $12,684+47.9% | $13,400+40.0% |