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 | $62,408 | $61,125+2.1% | $94,057-33.6% | $87,485-28.7% |
| Participation rate | 23.3% | 64.1%-40.7pp | 73.3%-50.0pp | 68.9%-45.6pp |
| Annual return | 6.07% | 35.20%-29.1pp | 480.62%-474.5pp | 26.06%-20.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,747 | $3,260-46.4% | $4,709-62.9% | $4,274-59.1% |
| Admin fee / account holder | $39,126 | $5,629+595.1% | $7,244+440.1% | $7,775+403.2% |