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 | $55,671 | $62,672-11.2% | $185,117-69.9% | $70,126-20.6% |
| Participation rate | 25.6% | 63.8%-38.1pp | 77.3%-51.6pp | 69.5%-43.9pp |
| Annual return | 13.06% | 40.79%-27.7pp | 40.50%-27.4pp | 73.15%-60.1pp |
| Employer contribution / active EE | $206 | $1,753-88.3% | $4,182-95.1% | $2,343-91.2% |
| Participant deferral / active EE | $1,183 | $3,272-63.8% | $5,045-76.5% | $3,332-64.5% |
| Admin fee / account holder | $37,049 | $3,932+842.3% | $8,159+354.1% | $4,645+697.5% |