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 | $42,879 | $54,541-21.4% | $78,778-45.6% | $70,126-38.9% |
| Participation rate | 65.1% | 60.8%+4.3pp | 69.2%-4.1pp | 69.5%-4.5pp |
| Annual return | 8.66% | 21.07%-12.4pp | 35.62%-27.0pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $998 | $2,210-54.8% | $2,958-66.3% | $3,332-70.0% |
| Admin fee / account holder | $1,557 | $3,709-58.0% | $5,134-69.7% | $4,645-66.5% |