Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $112,188 | $56,339+99.1% | $104,301+7.6% | $68,495+63.8% |
| Participation rate | 23.3% | 63.3%-39.9pp | 73.3%-49.9pp | 67.9%-44.6pp |
| Annual return | -23.35% | -9.19%-14.2pp | 24.61%-48.0pp | -7.84%-15.5pp |
| Employer contribution / active EE | $364 | $1,960-81.4% | $3,373-89.2% | $2,596-86.0% |
| Participant deferral / active EE | $1,709 | $3,077-44.5% | $4,626-63.1% | $4,028-57.6% |
| Admin fee / account holder | $4,696 | $4,902-4.2% | $7,340-36.0% | $5,403-13.1% |