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 | $153,372 | $183,592-16.5% | $155,574-1.4% | $145,877+5.1% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | -24.67% | 61.37%-86.0pp | 64.87%-89.5pp | 551.28%-576.0pp |
| Employer contribution / active EE | $699 | $5,317-86.9% | $4,676-85.1% | $4,663-85.0% |
| Participant deferral / active EE | $3,892 | $6,466-39.8% | $5,629-30.9% | $6,691-41.8% |
| Admin fee / account holder | $52,843 | $19,316+173.6% | $15,914+232.0% | $13,402+294.3% |