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 | $74,774 | $100,060-25.3% | $149,721-50.1% | $70,126+6.6% |
| Participation rate | 48.1% | 83.6%-35.4pp | 87.1%-38.9pp | 69.5%-21.4pp |
| Annual return | 11.25% | 27.46%-16.2pp | 1501.67%-1490.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,976 | $4,982-20.2% | $6,568-39.5% | $3,332+19.3% |
| Admin fee / account holder | $918 | $8,285-88.9% | $11,282-91.9% | $4,645-80.2% |