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 | $106,499 | $59,440+79.2% | $78,004+36.5% | $82,637+28.9% |
| Participation rate | 15.2% | 62.8%-47.6pp | 69.4%-54.2pp | 68.1%-52.8pp |
| Annual return | 10.65% | 40.24%-29.6pp | 31.07%-20.4pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $984 | $3,138-68.6% | $4,092-75.9% | $4,126-76.1% |
| Admin fee / account holder | $56,488 | $5,504+926.3% | $7,578+645.4% | $7,339+669.7% |