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 | $107,733 | $97,550+10.4% | $120,344-10.5% | $87,485+23.1% |
| Participation rate | 67.6% | 72.8%-5.3pp | 76.7%-9.1pp | 68.9%-1.4pp |
| Annual return | 8.61% | 18.41%-9.8pp | 20.30%-11.7pp | 26.06%-17.4pp |
| Employer contribution / active EE | $417 | $2,291-81.8% | $3,020-86.2% | $2,596-84.0% |
| Participant deferral / active EE | $2,458 | $4,230-41.9% | $5,135-52.1% | $4,274-42.5% |
| Admin fee / account holder | $4,264 | $9,543-55.3% | $12,742-66.5% | $7,775-45.2% |