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 | $34,241 | $67,602-49.3% | $82,312-58.4% | $70,126-51.2% |
| Participation rate | 41.5% | 72.8%-31.3pp | 76.9%-35.4pp | 69.5%-28.1pp |
| Annual return | 7.82% | 21.57%-13.7pp | 25.88%-18.1pp | 73.15%-65.3pp |
| Employer contribution / active EE | $509 | $1,755-71.0% | $2,428-79.1% | $2,343-78.3% |
| Participant deferral / active EE | $626 | $2,987-79.1% | $3,706-83.1% | $3,332-81.2% |
| Admin fee / account holder | $1,651 | $4,512-63.4% | $5,608-70.6% | $4,645-64.5% |