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 | $42,460 | $50,972-16.7% | $88,538-52.0% | $72,983-41.8% |
| Participation rate | 15.8% | 63.4%-47.6pp | 68.7%-53.0pp | 69.5%-53.7pp |
| Annual return | 15.34% | 29.62%-14.3pp | 43.64%-28.3pp | 81.01%-65.7pp |
| Employer contribution / active EE | $300 | $1,475-79.7% | $2,098-85.7% | $2,440-87.7% |
| Participant deferral / active EE | $387 | $2,230-82.6% | $2,914-86.7% | $3,608-89.3% |
| Admin fee / account holder | $1,798 | $3,230-44.3% | $4,310-58.3% | $5,124-64.9% |