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 | $21,230 | $77,816-72.7% | $123,549-82.8% | $64,181-66.9% |
| Participation rate | 29.5% | 74.7%-45.2pp | 82.3%-52.7pp | 69.6%-40.0pp |
| Annual return | -11.68% | 12.49%-24.2pp | 119.20%-130.9pp | 7.63%-19.3pp |
| Employer contribution / active EE | $872 | $3,014-71.1% | $4,628-81.2% | $2,381-63.4% |
| Participant deferral / active EE | $1,766 | $5,240-66.3% | $6,426-72.5% | $3,470-49.1% |
| Admin fee / account holder | $898 | $5,519-83.7% | $9,284-90.3% | $4,887-81.6% |