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 | $81,040 | $59,111+37.1% | $86,451-6.3% | $68,490+18.3% |
| Participation rate | 43.8% | 75.2%-31.5pp | 80.3%-36.6pp | 67.9%-24.1pp |
| Annual return | -21.89% | -0.22%-21.7pp | 4398.51%-4420.4pp | -7.85%-14.0pp |
| Employer contribution / active EE | $109 | $2,519-95.7% | $3,770-97.1% | $2,597-95.8% |
| Participant deferral / active EE | $5,493 | $5,900-6.9% | $6,953-21.0% | $4,028+36.4% |
| Admin fee / account holder | $1,622 | $5,640-71.2% | $6,734-75.9% | $5,403-70.0% |