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 | $93,135 | $30,732+203.1% | $59,496+56.5% | $59,633+56.2% |
| Participation rate | 13.5% | 43.2%-29.7pp | 54.6%-41.0pp | 68.7%-55.2pp |
| Annual return | -4.58% | 4.47%-9.0pp | 182.05%-186.6pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $919 | $1,183-22.3% | $1,829-49.8% | $3,192-71.2% |
| Admin fee / account holder | $13,720 | $2,136+542.3% | $2,232+514.6% | $4,297+219.3% |