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 | $78,183 | $53,546+46.0% | $69,890+11.9% | $68,490+14.2% |
| Participation rate | 55.2% | 64.5%-9.4pp | 70.5%-15.3pp | 67.9%-12.7pp |
| Annual return | -21.39% | -13.87%-7.5pp | 190.84%-212.2pp | -7.85%-13.5pp |
| Employer contribution / active EE | $151 | $2,019-92.5% | $2,560-94.1% | $2,597-94.2% |
| Participant deferral / active EE | $3,311 | $2,957+12.0% | $3,848-14.0% | $4,028-17.8% |
| Admin fee / account holder | $34,607 | $4,693+637.5% | $6,267+452.2% | $5,403+540.5% |