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 | $144,484 | $65,575+120.3% | $86,209+67.6% | $75,181+92.2% |
| Participation rate | 40.5% | 60.5%-19.9pp | 69.0%-28.4pp | 67.2%-26.7pp |
| Annual return | -8.46% | 46.07%-54.5pp | 1169.05%-1177.5pp | 160.69%-169.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,870 | $3,023+28.0% | $3,986-2.9% | $4,126-6.2% |
| Admin fee / account holder | $3,902 | $5,470-28.7% | $6,853-43.1% | $5,650-30.9% |