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 | $139,192 | $77,817+78.9% | $123,553+12.7% | $64,173+116.9% |
| Participation rate | 45.8% | 74.7%-28.9pp | 82.3%-36.5pp | 69.6%-23.7pp |
| Annual return | -8.75% | 12.49%-21.2pp | 119.21%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,406 | $5,240+22.3% | $6,426-0.3% | $3,470+84.6% |
| Admin fee / account holder | $5,519 | $5,5190% | $9,284-40.6% | $4,887+12.9% |