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 | $197,288 | $146,267+34.9% | $197,124+0.1% | $82,448+139.3% |
| Participation rate | 44.8% | 84.0%-39.2pp | 86.7%-41.9pp | 68.1%-23.2pp |
| Annual return | 11.94% | 29.61%-17.7pp | 44.34%-32.4pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,339 | $4,723-71.7% | $6,227-78.5% | $2,551-47.5% |
| Participant deferral / active EE | $4,237 | $7,035-39.8% | $9,135-53.6% | $4,139+2.4% |
| Admin fee / account holder | $70,339 | $14,422+387.7% | $16,298+331.6% | $7,234+872.3% |