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 | $33,546 | $72,272-53.6% | $101,264-66.9% | $79,858-58.0% |
| Participation rate | 65.6% | 68.5%-2.8pp | 75.8%-10.2pp | 69.6%-4.0pp |
| Annual return | 6.30% | 22.30%-16.0pp | 46.48%-40.2pp | 31.72%-25.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,077 | $3,282-6.2% | $4,370-29.6% | $3,740-17.7% |
| Admin fee / account holder | $7,709 | $4,401+75.2% | $5,947+29.6% | $5,306+45.3% |