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 | $75,518 | $185,312-59.2% | $161,489-53.2% | $154,746-51.2% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.7%-51.4pp | 80.7%-53.4pp |
| Annual return | 8.72% | 103.84%-95.1pp | 89.72%-81.0pp | 172.34%-163.6pp |
| Employer contribution / active EE | -$146 | $4,769-103.1% | $4,268-103.4% | $4,379-103.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25,579 | $18,654+37.1% | $16,006+59.8% | $14,365+78.1% |