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 | $69,500 | $49,897+39.3% | $80,648-13.8% | $75,177-7.6% |
| Participation rate | 61.5% | 55.3%+6.2pp | 67.0%-5.5pp | 67.2%-5.7pp |
| Annual return | 10.84% | 34.68%-23.8pp | 937.21%-926.4pp | 160.75%-149.9pp |
| Employer contribution / active EE | $210 | $1,699-87.7% | $2,724-92.3% | $2,671-92.1% |
| Participant deferral / active EE | $2,363 | $2,992-21.0% | $4,443-46.8% | $4,126-42.7% |
| Admin fee / account holder | $8,404 | $3,579+134.8% | $5,382+56.2% | $5,651+48.7% |