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 | $31,453 | $48,364-35.0% | $71,796-56.2% | $62,881-50.0% |
| Participation rate | 38.3% | 60.6%-22.3pp | 69.1%-30.8pp | 69.3%-31.0pp |
| Annual return | 4.59% | 13.16%-8.6pp | 78.04%-73.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,799 | $2,091-14.0% | $2,794-35.6% | $3,203-43.8% |
| Admin fee / account holder | $4,254 | $3,771+12.8% | $4,815-11.6% | $4,296-1.0% |