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 | $33,100 | $52,580-37.0% | $71,671-53.8% | $70,131-52.8% |
| Participation rate | 44.3% | 60.9%-16.5pp | 68.7%-24.4pp | 69.5%-25.2pp |
| Annual return | 10.69% | 20.25%-9.6pp | 20.65%-10.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $176 | $1,616-89.1% | $2,460-92.9% | $2,342-92.5% |
| Participant deferral / active EE | $959 | $2,386-59.8% | $3,438-72.1% | $3,332-71.2% |
| Admin fee / account holder | $2,860 | $3,653-21.7% | $5,558-48.5% | $4,645-38.4% |