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 | $114,993 | $54,541+110.8% | $78,778+46.0% | $70,126+64.0% |
| Participation rate | 26.9% | 60.8%-33.9pp | 69.2%-42.3pp | 69.5%-42.6pp |
| Annual return | 11.74% | 21.07%-9.3pp | 35.62%-23.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,049 | $2,210-7.3% | $2,958-30.7% | $3,332-38.5% |
| Admin fee / account holder | $24,078 | $3,709+549.3% | $5,134+369.0% | $4,645+418.3% |