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 | $44,250 | $73,787-40.0% | $98,716-55.2% | $82,448-46.3% |
| Participation rate | 30.0% | 61.4%-31.4pp | 69.3%-39.3pp | 68.1%-38.1pp |
| Annual return | 8.96% | 18.57%-9.6pp | 31.81%-22.8pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,245 | $3,081-27.2% | $4,048-44.5% | $4,139-45.8% |
| Admin fee / account holder | $717 | $6,500-89.0% | $8,703-91.8% | $7,234-90.1% |