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 | $77,819 | $134,001-41.9% | $112,258-30.7% | $134,509-42.1% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | -22.06% | 47.15%-69.2pp | 27.47%-49.5pp | 418.13%-440.2pp |
| Employer contribution / active EE | $784 | $4,039-80.6% | $3,636-78.4% | $4,741-83.5% |
| Participant deferral / active EE | $1,731 | $5,291-67.3% | $4,728-63.4% | $6,400-72.9% |
| Admin fee / account holder | $476 | $7,491-93.6% | $6,411-92.6% | $11,427-95.8% |