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 | $74,466 | $81,358-8.5% | $155,556-52.1% | $80,959-8.0% |
| Participation rate | 37.5% | 66.3%-28.8pp | 78.2%-40.7pp | 67.7%-30.2pp |
| Annual return | 9.21% | 33.39%-24.2pp | 64.84%-55.6pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,412 | $3,455-59.1% | $5,631-74.9% | $4,300-67.2% |
| Admin fee / account holder | $39,982 | $7,994+400.2% | $15,885+151.7% | $6,925+477.3% |