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 | $67,147 | $51,638+30.0% | $68,368-1.8% | $82,448-18.6% |
| Participation rate | 46.8% | 63.6%-16.8pp | 73.8%-26.9pp | 68.1%-21.3pp |
| Annual return | 9.75% | 37.53%-27.8pp | 292.57%-282.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $171 | $2,047-91.6% | $2,649-93.5% | $2,551-93.3% |
| Participant deferral / active EE | $1,778 | $2,914-39.0% | $4,123-56.9% | $4,139-57.1% |
| Admin fee / account holder | $1,909 | $4,643-58.9% | $5,150-62.9% | $7,234-73.6% |