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 | $68,254 | $172,111-60.3% | $150,298-54.6% | $137,256-50.3% |
| Participation rate | 36.4% | 81.7%-45.4pp | 77.8%-41.4pp | 80.0%-43.6pp |
| Annual return | -14.57% | 69.37%-83.9pp | 62.79%-77.4pp | 220.34%-234.9pp |
| Employer contribution / active EE | $648 | $4,636-86.0% | $4,154-84.4% | $4,156-84.4% |
| Participant deferral / active EE | $7,756 | $6,166+25.8% | $5,453+42.2% | $6,407+21.1% |
| Admin fee / account holder | $15,688 | $16,471-4.8% | $14,116+11.1% | $12,270+27.9% |