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 | $243,171 | $94,031+158.6% | $115,768+110.1% | $82,448+194.9% |
| Participation rate | 35.5% | 70.4%-34.9pp | 74.4%-38.9pp | 68.1%-32.6pp |
| Annual return | 11.44% | 20.61%-9.2pp | 100.46%-89.0pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,317 | $3,972-16.5% | $4,917-32.5% | $4,139-19.9% |
| Admin fee / account holder | $57,109 | $10,249+457.2% | $12,439+359.1% | $7,234+689.4% |