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 | $87,846 | $149,333-41.2% | $106,387-17.4% | $135,382-35.1% |
| Participation rate | 63.2% | 81.5%-18.3pp | 77.5%-14.3pp | 82.6%-19.5pp |
| Annual return | -10.98% | 0.52%-11.5pp | 0.25%-11.2pp | 519.77%-530.8pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,208 | $7,230+27.4% | $5,421+69.9% | $5,609+64.2% |
| Admin fee / account holder | $4,093 | $15,952-74.3% | $7,510-45.5% | $10,829-62.2% |