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 | $88,214 | $181,896-51.5% | $156,551-43.7% | $273,972-67.8% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | -42.80% | 30.74%-73.5pp | 32.23%-75.0pp | 41.46%-84.3pp |
| Employer contribution / active EE | $1,263 | $6,248-79.8% | $5,501-77.0% | $4,869-74.1% |
| Participant deferral / active EE | $3,537 | $5,550-36.3% | $4,871-27.4% | $5,287-33.1% |
| Admin fee / account holder | $4,500 | $15,560-71.1% | $13,028-65.5% | $10,133-55.6% |