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 | $151,301 | $83,485+81.2% | $125,195+20.9% | $72,976+107.3% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 15.46% | 25.77%-10.3pp | 43.79%-28.3pp | 81.02%-65.6pp |
| Employer contribution / active EE | $182 | $2,346-92.2% | $3,866-95.3% | $2,440-92.5% |
| Participant deferral / active EE | $1,645 | $3,586-54.1% | $4,937-66.7% | $3,608-54.4% |
| Admin fee / account holder | $1,061 | $5,518-80.8% | $9,704-89.1% | $5,124-79.3% |