Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $84,307 | $114,073-26.1% | $96,161-12.3% | $167,518-49.7% |
| Participation rate | 11.8% | 75.1%-63.3pp | 68.4%-56.7pp | 82.1%-70.3pp |
| Annual return | 7.06% | 189.95%-182.9pp | 192.01%-184.9pp | 478.71%-471.7pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,294 | $5,195-55.8% | $4,349-47.3% | $6,342-63.8% |
| Admin fee / account holder | $320 | $6,899-95.4% | $5,538-94.2% | $12,312-97.4% |