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.
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 | $28,271 | $72,273-60.9% | $101,275-72.1% | $79,856-64.6% |
| Participation rate | 41.4% | 68.5%-27.0pp | 75.8%-34.4pp | 69.6%-28.2pp |
| Annual return | -7.23% | 22.30%-29.5pp | 46.48%-53.7pp | 31.71%-38.9pp |
| Employer contribution / active EE | $693 | $2,691-74.2% | $3,660-81.1% | $2,471-72.0% |
| Participant deferral / active EE | $1,156 | $3,282-64.8% | $4,371-73.6% | $3,741-69.1% |
| Admin fee / account holder | $793 | $4,401-82.0% | $5,948-86.7% | $5,306-85.1% |