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 | $154,017 | $95,453+61.4% | $112,040+37.5% | $82,448+86.8% |
| Participation rate | 58.3% | 72.8%-14.4pp | 76.5%-18.2pp | 68.1%-9.7pp |
| Annual return | 9.22% | 23.92%-14.7pp | 24.52%-15.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,560 | $4,224-15.7% | $5,098-30.2% | $4,139-14.0% |
| Admin fee / account holder | $29,777 | $9,013+230.4% | $12,098+146.1% | $7,234+311.6% |