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 | $74,122 | $86,938-14.7% | $102,423-27.6% | $80,925-8.4% |
| Participation rate | 30.8% | 72.4%-41.6pp | 76.5%-45.7pp | 67.7%-36.9pp |
| Annual return | 8.91% | 18.89%-10.0pp | 29.42%-20.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,766 | $4,120-8.6% | $5,054-25.5% | $4,299-12.4% |
| Admin fee / account holder | $11,674 | $8,053+45.0% | $9,455+23.5% | $6,940+68.2% |