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 | $73,267 | $65,072+12.6% | $66,439+10.3% | $65,306+12.2% |
| Participation rate | 28.9% | 69.1%-40.1pp | 74.5%-45.5pp | 57.7%-28.7pp |
| Annual return | 8.38% | 21.50%-13.1pp | 757.66%-749.3pp | 21.94%-13.6pp |
| Employer contribution / active EE | $139 | $2,475-94.4% | $2,637-94.7% | $1,967-92.9% |
| Participant deferral / active EE | $1,461 | $3,234-54.8% | $3,876-62.3% | $2,959-50.6% |
| Admin fee / account holder | $9,768 | $1,323+638.3% | $6,173+58.2% | $3,480+180.7% |