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 | $25,854 | $104,937-75.4% | $84,628-69.4% | $152,897-83.1% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 8.24% | 373.88%-365.6pp | 258.80%-250.6pp | 345.43%-337.2pp |
| Employer contribution / active EE | $2,695 | $3,303-18.4% | $2,653+1.6% | $4,764-43.4% |
| Participant deferral / active EE | $358 | $4,690-92.4% | $3,900-90.8% | $5,851-93.9% |
| Admin fee / account holder | $5,462 | $6,243-12.5% | $4,914+11.2% | $11,599-52.9% |