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 | $92,966 | $86,938+6.9% | $102,423-9.2% | $80,925+14.9% |
| Participation rate | 45.1% | 72.4%-27.3pp | 76.5%-31.4pp | 67.7%-22.6pp |
| Annual return | 9.38% | 18.89%-9.5pp | 29.42%-20.0pp | 35.65%-26.3pp |
| Employer contribution / active EE | $293 | $2,369-87.6% | $3,023-90.3% | $2,756-89.4% |
| Participant deferral / active EE | $1,957 | $4,120-52.5% | $5,054-61.3% | $4,299-54.5% |
| Admin fee / account holder | $17,731 | $8,053+120.2% | $9,455+87.5% | $6,940+155.5% |