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 | $144,763 | $82,678+75.1% | $125,391+15.4% | $68,490+111.4% |
| Participation rate | 54.9% | 75.1%-20.1pp | 82.4%-27.5pp | 67.9%-13.0pp |
| Annual return | -23.53% | -5.97%-17.6pp | 572.41%-595.9pp | -7.85%-15.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,150 | $6,111+33.4% | $7,448+9.4% | $4,028+102.3% |
| Admin fee / account holder | $2,000 | $6,277-68.1% | $10,009-80.0% | $5,403-63.0% |