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 | $38,536 | $159,978-75.9% | $147,041-73.8% | $145,978-73.6% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.2%-66.8pp | 80.3%-64.9pp |
| Annual return | 5.43% | 98.36%-92.9pp | 419.21%-413.8pp | 550.52%-545.1pp |
| Employer contribution / active EE | $228 | $5,288-95.7% | $4,935-95.4% | $4,662-95.1% |
| Participant deferral / active EE | $3,075 | $8,429-63.5% | $8,071-61.9% | $6,690-54.0% |
| Admin fee / account holder | $112,306 | $15,053+646.1% | $13,006+763.5% | $13,400+738.1% |