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 | $126,332 | $59,819+111.2% | $79,583+58.7% | $68,490+84.5% |
| Participation rate | 40.6% | 61.1%-20.4pp | 69.5%-28.9pp | 67.9%-27.3pp |
| Annual return | -22.46% | -12.30%-10.2pp | 0.16%-22.6pp | -7.85%-14.6pp |
| Employer contribution / active EE | $264 | $1,505-82.5% | $2,414-89.1% | $2,597-89.8% |
| Participant deferral / active EE | $3,224 | $3,025+6.6% | $3,986-19.1% | $4,028-20.0% |
| Admin fee / account holder | $5,675 | $4,835+17.4% | $6,835-17.0% | $5,403+5.0% |