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 | $133,668 | $106,864+25.1% | $147,318-9.3% | $82,637+61.8% |
| Participation rate | 57.6% | 75.5%-17.9pp | 82.1%-24.5pp | 68.1%-10.5pp |
| Annual return | 13.74% | 27.49%-13.7pp | 70.43%-56.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,866 | $6,496-40.5% | $7,906-51.1% | $4,126-6.3% |
| Admin fee / account holder | $2,093 | $8,415-75.1% | $13,708-84.7% | $7,339-71.5% |