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 | $91,943 | $63,346+45.1% | $92,240-0.3% | $70,126+31.1% |
| Participation rate | 52.0% | 68.7%-16.7pp | 76.5%-24.5pp | 69.5%-17.5pp |
| Annual return | 9.86% | 530.19%-520.3pp | 176.29%-166.4pp | 73.15%-63.3pp |
| Employer contribution / active EE | $266 | $2,471-89.2% | $3,680-92.8% | $2,343-88.6% |
| Participant deferral / active EE | $1,514 | $2,854-46.9% | $3,897-61.1% | $3,332-54.6% |
| Admin fee / account holder | $350 | $3,841-90.9% | $5,194-93.3% | $4,645-92.5% |