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 | $143,952 | $90,606+58.9% | $79,466+81.1% | $135,379+6.3% |
| Participation rate | 23.5% | 76.0%-52.5pp | 73.3%-49.8pp | 82.6%-59.1pp |
| Annual return | -21.00% | 977.69%-998.7pp | 718.28%-739.3pp | 519.79%-540.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,497 | $4,050-38.4% | $3,704-32.6% | $5,609-55.5% |
| Admin fee / account holder | $6,400 | $5,895+8.6% | $5,104+25.4% | $10,828-40.9% |