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 | $155,400 | $183,539-15.3% | $155,556-0.1% | $145,897+6.5% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-51.0pp | 80.3%-53.0pp |
| Annual return | -2.78% | 61.31%-64.1pp | 64.84%-67.6pp | 552.29%-555.1pp |
| Employer contribution / active EE | $341 | $5,315-93.6% | $4,675-92.7% | $4,663-92.7% |
| Participant deferral / active EE | $7,695 | $6,467+19.0% | $5,631+36.7% | $6,689+15.0% |
| Admin fee / account holder | $1,116 | $19,275-94.2% | $15,885-93.0% | $13,390-91.7% |