Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,765 | $97,020+13.1% | $83,327+31.7% | $135,380-18.9% |
| Participation rate | 33.3% | 80.4%-47.1pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -15.07% | 12.31%-27.4pp | 10.64%-25.7pp | 519.81%-534.9pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,107 | $5,964+2.4% | $5,565+9.7% | $5,609+8.9% |
| Admin fee / account holder | $879 | $8,426-89.6% | $7,540-88.3% | $10,828-91.9% |