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 | $95,430 | $88,360+8.0% | $145,433-34.4% | $67,986+40.4% |
| Participation rate | 34.8% | 65.5%-30.6pp | 82.1%-47.3pp | 57.2%-22.4pp |
| Annual return | 11.25% | 63.15%-51.9pp | 66.58%-55.3pp | 31.67%-20.4pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,752 | $5,932-36.8% | $7,897-52.5% | $3,358+11.7% |
| Admin fee / account holder | $4,547 | $3,313+37.2% | $13,129-65.4% | $3,203+42.0% |