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 | $86,183 | $89,370-3.6% | $141,197-39.0% | $72,976+18.1% |
| Participation rate | 30.1% | 75.1%-45.0pp | 82.5%-52.4pp | 69.5%-39.4pp |
| Annual return | 18.21% | 111.88%-93.7pp | 71.41%-53.2pp | 81.02%-62.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,190 | $5,419-41.1% | $6,710-52.5% | $3,608-11.6% |
| Admin fee / account holder | $21,827 | $5,957+266.4% | $10,265+112.6% | $5,124+326.0% |