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 | $93,465 | $108,897-14.2% | $100,378-6.9% | $145,877-35.9% |
| Participation rate | 31.8% | 83.0%-51.1pp | 81.5%-49.7pp | 80.3%-48.5pp |
| Annual return | 6.37% | 58.17%-51.8pp | 49.41%-43.0pp | 551.28%-544.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,739 | $8,455-43.9% | $8,087-41.4% | $6,691-29.2% |
| Admin fee / account holder | $33,642 | $9,690+247.2% | $7,899+325.9% | $13,402+151.0% |