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 | $89,987 | $202,460-55.6% | $169,385-46.9% | $139,456-35.5% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | 8.06% | 532.07%-524.0pp | 405.82%-397.8pp | 373.45%-365.4pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,216 | $6,938+18.4% | $6,221+32.1% | $6,711+22.4% |
| Admin fee / account holder | $389 | $10,719-96.4% | $9,011-95.7% | $11,407-96.6% |