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 | $86,805 | $82,674+5.0% | $125,381-30.8% | $68,486+26.7% |
| Participation rate | 35.7% | 75.1%-39.3pp | 82.4%-46.7pp | 67.9%-32.2pp |
| Annual return | -20.08% | -5.97%-14.1pp | 572.31%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $545 | $3,382-83.9% | $4,815-88.7% | $2,597-79.0% |
| Participant deferral / active EE | $6,795 | $6,111+11.2% | $7,448-8.8% | $4,028+68.7% |
| Admin fee / account holder | $653 | $6,277-89.6% | $10,007-93.5% | $5,404-87.9% |