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 | $44,750 | $209,874-78.7% | $189,537-76.4% | $167,536-73.3% |
| Participation rate | 56.3% | 88.7%-32.4pp | 87.8%-31.6pp | 82.1%-25.9pp |
| Annual return | 6.55% | 748.61%-742.1pp | 555.34%-548.8pp | 478.82%-472.3pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,751 | $8,934-58.0% | $8,220-54.4% | $6,342-40.9% |
| Admin fee / account holder | $3,587 | $14,299-74.9% | $12,048-70.2% | $12,315-70.9% |