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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,063 | $90,467+72.5% | $93,759+66.5% | $134,509+16.0% |
| Participation rate | 16.7% | 82.0%-65.3pp | 81.0%-64.3pp | 81.2%-64.6pp |
| Annual return | -22.22% | -15.72%-6.5pp | -11.33%-10.9pp | 418.13%-440.4pp |
| Employer contribution / active EE | $2,247 | $4,345-48.3% | $4,324-48.0% | $4,741-52.6% |
| Participant deferral / active EE | $1,776 | $5,980-70.3% | $6,096-70.9% | $6,400-72.2% |
| Admin fee / account holder | $3,337 | $9,258-64.0% | $7,197-53.6% | $11,427-70.8% |