Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,793 | $175,257-82.4% | $149,717-79.4% | $139,456-77.9% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 10.37% | 166.70%-156.3pp | 134.41%-124.0pp | 373.45%-363.1pp |
| Employer contribution / active EE | $300 | $5,477-94.5% | $4,820-93.8% | $4,753-93.7% |
| Participant deferral / active EE | $2,183 | $6,521-66.5% | $5,682-61.6% | $6,711-67.5% |
| Admin fee / account holder | $1,811 | $16,156-88.8% | $13,213-86.3% | $11,407-84.1% |