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 | $66,468 | $212,386-68.7% | $199,883-66.7% | $138,895-52.1% |
| Participation rate | 27.3% | 87.4%-60.1pp | 86.8%-59.5pp | 79.9%-52.6pp |
| Annual return | 5.67% | 47.75%-42.1pp | 43.81%-38.1pp | 145.39%-139.7pp |
| Employer contribution / active EE | $429 | $6,625-93.5% | $6,261-93.1% | $4,194-89.8% |
| Participant deferral / active EE | $4,300 | $9,617-55.3% | $9,138-52.9% | $6,396-32.8% |
| Admin fee / account holder | $11,210 | $18,233-38.5% | $17,268-35.1% | $12,562-10.8% |