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 | $15,480 | $64,920-76.2% | $103,693-85.1% | $86,983-82.2% |
| Participation rate | 34.0% | 63.6%-29.5pp | 72.6%-38.6pp | 69.5%-35.5pp |
| Annual return | 9.30% | 30.29%-21.0pp | 47.61%-38.3pp | 25.83%-16.5pp |
| Employer contribution / active EE | $794 | $2,141-62.9% | $2,920-72.8% | $2,584-69.3% |
| Participant deferral / active EE | $440 | $3,241-86.4% | $4,579-90.4% | $4,194-89.5% |
| Admin fee / account holder | $1,563 | $6,191-74.8% | $7,858-80.1% | $7,856-80.1% |