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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,345 | $73,839+367.7% | $143,788+140.2% | $68,495+404.2% |
| Participation rate | 62.9% | 66.7%-3.8pp | 80.3%-17.5pp | 67.9%-5.0pp |
| Annual return | -25.90% | 1.01%-26.9pp | -0.03%-25.9pp | -7.84%-18.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,817 | $3,384-16.8% | $5,638-50.0% | $4,028-30.1% |
| Admin fee / account holder | $9,003 | $5,755+56.5% | $14,675-38.6% | $5,403+66.6% |