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 | $82,389 | $45,566+80.8% | $64,105+28.5% | $59,633+38.2% |
| Participation rate | 27.0% | 60.2%-33.1pp | 68.2%-41.1pp | 68.7%-41.6pp |
| Annual return | -4.68% | 4.95%-9.6pp | 791.24%-795.9pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $82 | $934-91.2% | $1,820-95.5% | $2,203-96.3% |
| Participant deferral / active EE | $1,553 | $2,057-24.5% | $2,822-44.9% | $3,192-51.3% |
| Admin fee / account holder | $408 | $3,268-87.5% | $4,499-90.9% | $4,297-90.5% |