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 | $89,940 | $51,207+75.6% | $70,565+27.5% | $75,177+19.6% |
| Participation rate | 25.8% | 61.0%-35.2pp | 68.4%-42.5pp | 67.2%-41.4pp |
| Annual return | 11.48% | 30.05%-18.6pp | 32.79%-21.3pp | 160.75%-149.3pp |
| Employer contribution / active EE | $127 | $1,826-93.0% | $2,976-95.7% | $2,671-95.2% |
| Participant deferral / active EE | $1,394 | $2,850-51.1% | $4,568-69.5% | $4,126-66.2% |
| Admin fee / account holder | $6,264 | $4,097+52.9% | $6,430-2.6% | $5,651+10.8% |