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 | $85,708 | $49,976+71.5% | $66,674+28.5% | $82,637+3.7% |
| Participation rate | 34.6% | 63.1%-28.5pp | 73.7%-39.1pp | 68.1%-33.4pp |
| Annual return | 10.73% | 39.09%-28.4pp | 321.24%-310.5pp | 53.51%-42.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,303 | $2,847+16.0% | $4,084-19.1% | $4,126-19.9% |
| Admin fee / account holder | $50,132 | $4,594+991.4% | $5,098+883.3% | $7,339+583.1% |