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 | $141,317 | $107,421+31.6% | $182,262-22.5% | $94,015+50.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 84.2%-34.2pp | 70.8%-20.8pp |
| Annual return | 11.34% | 21.32%-10.0pp | 140.60%-129.3pp | 17.84%-6.5pp |
| Employer contribution / active EE | $108 | $3,448-96.9% | $5,046-97.9% | $2,790-96.1% |
| Participant deferral / active EE | $10,749 | $6,558+63.9% | $8,276+29.9% | $4,249+153.0% |
| Admin fee / account holder | $52,908 | $8,692+508.7% | $16,712+216.6% | $8,951+491.1% |