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.
Participant 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 | $196,264 | $131,835+48.9% | $108,582+80.8% | $273,972-28.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | -7.71% | -91.57%+83.9pp | -51.70%+44.0pp | 41.46%-49.2pp |
| Employer contribution / active EE | $7,663 | $4,913+56.0% | $3,758+103.9% | $4,869+57.4% |
| Participant deferral / active EE | $265 | $5,127-94.8% | $4,311-93.9% | $5,287-95.0% |
| Admin fee / account holder | $1,838 | $10,253-82.1% | $7,645-76.0% | $10,133-81.9% |