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 | $24,663 | $91,179-73.0% | $178,499-86.2% | $79,852-69.1% |
| Participation rate | 36.7% | 69.2%-32.5pp | 81.9%-45.3pp | 69.6%-33.0pp |
| Annual return | 3.17% | 24.19%-21.0pp | 151.10%-147.9pp | 31.72%-28.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,783 | $3,236-44.9% | $5,202-65.7% | $3,740-52.3% |
| Admin fee / account holder | $2,970 | $6,749-56.0% | $13,986-78.8% | $5,306-44.0% |