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 | $69,096 | $56,287+22.8% | $80,977-14.7% | $62,881+9.9% |
| Participation rate | 48.8% | 68.9%-20.2pp | 75.8%-27.0pp | 69.3%-20.5pp |
| Annual return | 4.02% | 22.13%-18.1pp | 17.11%-13.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $134 | $1,943-93.1% | $3,715-96.4% | $2,281-94.1% |
| Participant deferral / active EE | $2,279 | $4,196-45.7% | $5,696-60.0% | $3,203-28.9% |
| Admin fee / account holder | $9,471 | $3,742+153.1% | $5,517+71.7% | $4,296+120.5% |