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 | $62,773 | $60,349+4.0% | $74,184-15.4% | $62,881-0.2% |
| Participation rate | 41.2% | 72.7%-31.6pp | 76.6%-35.4pp | 69.3%-28.1pp |
| Annual return | 2.23% | 21.38%-19.1pp | 17.74%-15.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,916 | $2,856+2.1% | $3,550-17.9% | $3,203-9.0% |
| Admin fee / account holder | $2,350 | $4,261-44.8% | $5,586-57.9% | $4,296-45.3% |