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 | $127,686 | $100,805+26.7% | $86,698+47.3% | $134,532-5.1% |
| Participation rate | 45.8% | 79.0%-33.1pp | 76.6%-30.8pp | 81.2%-35.4pp |
| Annual return | -29.07% | 29.09%-58.2pp | 35.95%-65.0pp | 418.27%-447.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,362 | $5,339-18.3% | $4,656-6.3% | $6,401-31.8% |
| Admin fee / account holder | $28,958 | $10,925+165.1% | $7,493+286.5% | $11,429+153.4% |