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 | $71,739 | $84,551-15.2% | $61,452+16.7% | $134,532-46.7% |
| Participation rate | 64.3% | 62.2%+2.1pp | 52.6%+11.7pp | 81.2%-16.9pp |
| Annual return | -22.38% | 585.39%-607.8pp | 338.96%-361.3pp | 418.27%-440.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $919 | $2,818-67.4% | $2,125-56.8% | $6,401-85.6% |
| Admin fee / account holder | $4,879 | $2,587+88.6% | $2,131+128.9% | $11,429-57.3% |