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 | $105,105 | $138,075-23.9% | $123,552-14.9% | $135,379-22.4% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -11.48% | 153.70%-165.2pp | 119.20%-130.7pp | 519.79%-531.3pp |
| Employer contribution / active EE | $586 | $5,152-88.6% | $4,628-87.3% | $4,779-87.7% |
| Participant deferral / active EE | $2,675 | $6,800-60.7% | $6,426-58.4% | $5,609-52.3% |
| Admin fee / account holder | $663 | $10,917-93.9% | $9,285-92.9% | $10,828-93.9% |