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 | $104,997 | $88,585+18.5% | $69,884+50.2% | $134,532-22.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -23.95% | 442.80%-466.8pp | 190.81%-214.8pp | 418.27%-442.2pp |
| Employer contribution / active EE | $313 | $3,235-90.3% | $2,560-87.8% | $4,741-93.4% |
| Participant deferral / active EE | $6,283 | $4,770+31.7% | $3,848+63.3% | $6,401-1.8% |
| Admin fee / account holder | $679 | $10,441-93.5% | $6,266-89.2% | $11,429-94.1% |