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 | $143,414 | $160,059-10.4% | $140,019+2.4% | $135,379+5.9% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.5%-67.5pp | 82.6%-62.6pp |
| Annual return | -10.02% | 911.44%-921.5pp | 651.15%-661.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $1,101 | $6,420-82.8% | $5,605-80.4% | $4,779-77.0% |
| Participant deferral / active EE | $4,900 | $7,641-35.9% | $6,927-29.3% | $5,609-12.6% |
| Admin fee / account holder | $5,720 | $13,328-57.1% | $10,705-46.6% | $10,828-47.2% |