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 | $68,708 | $99,345-30.8% | $84,753-18.9% | $273,972-74.9% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | -1.53% | 22.93%-24.5pp | 22.78%-24.3pp | 41.46%-43.0pp |
| Employer contribution / active EE | $4,448 | $4,214+5.6% | $3,574+24.4% | $4,869-8.6% |
| Participant deferral / active EE | $591 | $4,270-86.1% | $3,712-84.1% | $5,287-88.8% |
| Admin fee / account holder | $19,383 | $6,645+191.7% | $5,333+263.4% | $10,133+91.3% |