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 | $117,018 | $98,760+18.5% | $149,715-21.8% | $79,858+46.5% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.5%-18.5pp | 69.6%-5.6pp |
| Annual return | 3.95% | 27.43%-23.5pp | 276.66%-272.7pp | 31.72%-27.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,802 | $5,681-15.5% | $6,842-29.8% | $3,740+28.4% |
| Admin fee / account holder | $127,435 | $6,053+2005.2% | $9,310+1268.8% | $5,306+2301.7% |