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 | $57,792 | $71,215-18.8% | $93,696-38.3% | $80,935-28.6% |
| Participation rate | 38.8% | 60.4%-21.6pp | 68.7%-29.9pp | 67.7%-28.9pp |
| Annual return | 9.32% | 11.27%-2.0pp | 133.74%-124.4pp | 35.66%-26.3pp |
| Employer contribution / active EE | $226 | $1,565-85.5% | $2,422-90.7% | $2,757-91.8% |
| Participant deferral / active EE | $1,510 | $4,037-62.6% | $4,417-65.8% | $4,299-64.9% |
| Admin fee / account holder | $11,373 | $6,958+63.5% | $8,287+37.3% | $6,924+64.3% |