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 | $63,027 | $51,631+22.1% | $129,397-51.3% | $80,925-22.1% |
| Participation rate | 25.0% | 56.9%-31.9pp | 69.6%-44.6pp | 67.7%-42.7pp |
| Annual return | 9.64% | 20.77%-11.1pp | 9453.98%-9444.3pp | 35.65%-26.0pp |
| Employer contribution / active EE | $164 | $1,583-89.6% | $4,154-96.1% | $2,756-94.0% |
| Participant deferral / active EE | $3,280 | $2,670+22.9% | $4,167-21.3% | $4,299-23.7% |
| Admin fee / account holder | $611 | $4,309-85.8% | $7,679-92.0% | $6,940-91.2% |