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 | $28,851 | $106,247-72.8% | $96,515-70.1% | $139,466-79.3% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 9.22% | 38.47%-29.2pp | 35.73%-26.5pp | 373.66%-364.4pp |
| Employer contribution / active EE | $850 | $4,106-79.3% | $3,740-77.3% | $4,754-82.1% |
| Participant deferral / active EE | $1,201 | $5,456-78.0% | $4,880-75.4% | $6,712-82.1% |
| Admin fee / account holder | $79,502 | $7,885+908.3% | $6,735+1080.4% | $11,409+596.9% |