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 | $81,369 | $63,342+28.5% | $92,236-11.8% | $70,131+16.0% |
| Participation rate | 30.3% | 68.7%-38.4pp | 76.5%-46.2pp | 69.5%-39.2pp |
| Annual return | 11.71% | 530.15%-518.4pp | 176.29%-164.6pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,309 | $2,854-54.1% | $3,897-66.4% | $3,332-60.7% |
| Admin fee / account holder | $2,097 | $3,840-45.4% | $5,194-59.6% | $4,645-54.9% |