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 | $53,593 | $106,247-49.6% | $96,515-44.5% | $139,466-61.6% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.3pp |
| Annual return | 8.12% | 38.47%-30.3pp | 35.73%-27.6pp | 373.66%-365.5pp |
| Employer contribution / active EE | $749 | $4,106-81.8% | $3,740-80.0% | $4,754-84.2% |
| Participant deferral / active EE | $4,846 | $5,456-11.2% | $4,880-0.7% | $6,712-27.8% |
| Admin fee / account holder | $7,389 | $7,885-6.3% | $6,735+9.7% | $11,409-35.2% |