Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $124,204 | $127,387-2.5% | $115,038+8.0% | $125,389-0.9% |
| Participation rate | 61.5% | 84.2%-22.6pp | 81.4%-19.8pp | 83.2%-21.7pp |
| Annual return | -4.54% | 31.28%-35.8pp | 26.14%-30.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $305 | $5,166-94.1% | $4,608-93.4% | $4,866-93.7% |
| Participant deferral / active EE | $5,695 | $6,423-11.3% | $6,026-5.5% | $5,352+6.4% |
| Admin fee / account holder | $11,591 | $9,516+21.8% | $8,175+41.8% | $9,541+21.5% |