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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,291 | $57,352+240.5% | $83,831+133.0% | $64,173+204.3% |
| Participation rate | 65.9% | 68.6%-2.8pp | 76.1%-10.3pp | 69.6%-3.7pp |
| Annual return | -10.24% | 11.38%-21.6pp | 850.99%-861.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,463 | $2,546-42.5% | $3,631-59.7% | $2,381-38.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,402 | $4,046+231.2% | $5,479+144.6% | $4,887+174.2% |