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 | $51,185 | $88,203-42.0% | $165,100-69.0% | $74,478-31.3% |
| Participation rate | 57.1% | 73.1%-16.0pp | 78.6%-21.5pp | 67.2%-10.1pp |
| Annual return | 10.23% | 17.13%-6.9pp | 70.21%-60.0pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $614 | $2,601-76.4% | $4,348-85.9% | $2,626-76.6% |
| Participant deferral / active EE | $2,563 | $4,505-43.1% | $6,035-57.5% | $4,350-41.1% |
| Admin fee / account holder | $565 | $2,235-74.7% | $12,696-95.6% | $1,946-71.0% |