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 | $85,178 | $77,460+10.0% | $100,378-15.1% | $80,925+5.3% |
| Participation rate | 57.5% | 76.9%-19.4pp | 81.5%-24.0pp | 67.7%-10.2pp |
| Annual return | 9.33% | 37.24%-27.9pp | 49.41%-40.1pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,436 | $6,818-34.9% | $8,087-45.1% | $4,299+3.2% |
| Admin fee / account holder | $5,226 | $5,887-11.2% | $7,899-33.8% | $6,940-24.7% |