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 | $133,156 | $180,459-26.2% | $154,108-13.6% | $135,380-1.6% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -10.60% | 888.21%-898.8pp | 735.21%-745.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $836 | $6,035-86.1% | $5,298-84.2% | $4,779-82.5% |
| Participant deferral / active EE | $2,965 | $5,806-48.9% | $5,081-41.7% | $5,609-47.1% |
| Admin fee / account holder | $1,820 | $16,145-88.7% | $13,411-86.4% | $10,828-83.2% |