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 | $163,675 | $49,897+228.0% | $80,648+103.0% | $75,177+117.7% |
| Participation rate | 35.6% | 55.3%-19.7pp | 67.0%-31.4pp | 67.2%-31.6pp |
| Annual return | 7.66% | 34.68%-27.0pp | 937.21%-929.6pp | 160.75%-153.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,105 | $2,992-29.7% | $4,443-52.6% | $4,126-49.0% |
| Admin fee / account holder | $33,633 | $3,579+839.8% | $5,382+524.9% | $5,651+495.1% |