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 | $47,182 | $168,635-72.0% | $147,617-68.0% | $125,389-62.4% |
| Participation rate | 37.5% | 88.8%-51.3pp | 84.6%-47.1pp | 83.2%-45.7pp |
| Annual return | -7.55% | 77.65%-85.2pp | 61.98%-69.5pp | 282.24%-289.8pp |
| Employer contribution / active EE | $331 | $6,252-94.7% | $5,564-94.0% | $4,866-93.2% |
| Participant deferral / active EE | $3,588 | $5,507-34.8% | $4,895-26.7% | $5,352-32.9% |
| Admin fee / account holder | $5,353 | $13,580-60.6% | $11,612-53.9% | $9,541-43.9% |