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 | $79,224 | $87,059-9.0% | $105,608-25.0% | $80,925-2.1% |
| Participation rate | 39.4% | 70.4%-31.1pp | 75.3%-35.9pp | 67.7%-28.3pp |
| Annual return | 10.12% | 17.05%-6.9pp | 116.50%-106.4pp | 35.65%-25.5pp |
| Employer contribution / active EE | $325 | $2,396-86.4% | $3,167-89.7% | $2,756-88.2% |
| Participant deferral / active EE | $2,847 | $3,986-28.6% | $5,010-43.2% | $4,299-33.8% |
| Admin fee / account holder | $8,953 | $8,443+6.0% | $11,028-18.8% | $6,940+29.0% |