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 | $29,247 | $117,426-75.1% | $99,470-70.6% | $152,885-80.9% |
| Participation rate | 23.5% | 77.5%-54.0pp | 73.8%-50.3pp | 82.5%-58.9pp |
| Annual return | 2.10% | 31.87%-29.8pp | 30.72%-28.6pp | 345.39%-343.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,428 | $4,086-40.6% | $3,619-32.9% | $5,851-58.5% |
| Admin fee / account holder | $6,378 | $7,634-16.5% | $6,252+2.0% | $11,598-45.0% |