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 | $88,143 | $197,625-55.4% | $177,840-50.4% | $158,966-44.6% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.7%-19.0pp | 82.0%-13.2pp |
| Annual return | 6.75% | 58.76%-52.0pp | 48.32%-41.6pp | 302.95%-296.2pp |
| Employer contribution / active EE | $1,216 | $6,698-81.8% | $5,919-79.4% | $4,762-74.5% |
| Participant deferral / active EE | $3,395 | $8,405-59.6% | $7,714-56.0% | $5,983-43.3% |
| Admin fee / account holder | $25,589 | $15,405+66.1% | $12,431+105.9% | $11,250+127.5% |