Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant 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 | $21,703 | $51,222-57.6% | $70,544-69.2% | $75,173-71.1% |
| Participation rate | 42.9% | 61.0%-18.1pp | 68.4%-25.5pp | 67.2%-24.3pp |
| Annual return | 4.88% | 30.06%-25.2pp | 32.79%-27.9pp | 160.72%-155.8pp |
| Employer contribution / active EE | $532 | $1,827-70.9% | $2,976-82.1% | $2,671-80.1% |
| Participant deferral / active EE | $700 | $2,850-75.4% | $4,568-84.7% | $4,126-83.0% |
| Admin fee / account holder | $1,020 | $4,096-75.1% | $6,427-84.1% | $5,651-81.9% |