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 | $47,260 | $51,638-8.5% | $68,368-30.9% | $82,448-42.7% |
| Participation rate | 51.4% | 63.6%-12.3pp | 73.8%-22.4pp | 68.1%-16.7pp |
| Annual return | 11.67% | 37.53%-25.9pp | 292.57%-280.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,404 | $2,914-51.8% | $4,123-65.9% | $4,139-66.1% |
| Admin fee / account holder | $3,997 | $4,643-13.9% | $5,150-22.4% | $7,234-44.7% |