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 | $88,484 | $228,352-61.3% | $185,835-52.4% | $158,966-44.3% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | -43.29% | 40.81%-84.1pp | 35.96%-79.3pp | 302.95%-346.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,000 | $6,416-22.1% | $5,633-11.2% | $5,983-16.4% |
| Admin fee / account holder | $9,962 | $11,867-16.0% | $9,502+4.8% | $11,250-11.4% |