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 | $106,791 | $98,766+8.1% | $149,730-28.7% | $79,852+33.7% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.5%-14.1pp | 69.6%-1.2pp |
| Annual return | 11.03% | 27.43%-16.4pp | 276.70%-265.7pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,350 | $5,681-58.6% | $6,843-65.7% | $3,740-37.2% |
| Admin fee / account holder | $552 | $6,052-90.9% | $9,310-94.1% | $5,306-89.6% |