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 | $173,673 | $95,915+81.1% | $79,580+118.2% | $134,532+29.1% |
| Participation rate | 61.1% | 75.0%-13.9pp | 69.5%-8.4pp | 81.2%-20.1pp |
| Annual return | -22.95% | -2.71%-20.2pp | 0.15%-23.1pp | 418.27%-441.2pp |
| Employer contribution / active EE | $397 | $3,129-87.3% | $2,413-83.5% | $4,741-91.6% |
| Participant deferral / active EE | $2,038 | $4,693-56.6% | $3,985-48.9% | $6,401-68.2% |
| Admin fee / account holder | $2,089 | $9,132-77.1% | $6,835-69.4% | $11,429-81.7% |