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 | $130,690 | $98,760+32.3% | $149,715-12.7% | $79,858+63.7% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.5%-46.5pp | 69.6%-33.6pp |
| Annual return | -4.26% | 27.43%-31.7pp | 276.66%-280.9pp | 31.72%-36.0pp |
| Employer contribution / active EE | $582 | $3,217-81.9% | $4,645-87.5% | $2,471-76.4% |
| Participant deferral / active EE | $4,041 | $5,681-28.9% | $6,842-40.9% | $3,740+8.0% |
| Admin fee / account holder | $3,598 | $6,053-40.6% | $9,310-61.4% | $5,306-32.2% |