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 | $150,287 | $80,985+85.6% | $96,576+55.6% | $75,181+99.9% |
| Participation rate | 61.5% | 71.8%-10.2pp | 76.0%-14.4pp | 67.2%-5.7pp |
| Annual return | 12.13% | 27.05%-14.9pp | 25.87%-13.7pp | 160.69%-148.6pp |
| Employer contribution / active EE | $331 | $2,282-85.5% | $2,965-88.8% | $2,671-87.6% |
| Participant deferral / active EE | $6,367 | $3,929+62.0% | $4,851+31.2% | $4,126+54.3% |
| Admin fee / account holder | $21,989 | $6,719+227.3% | $8,253+166.5% | $5,650+289.2% |