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 | $100,761 | $97,550+3.3% | $120,344-16.3% | $87,485+15.2% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.7%-6.9pp | 68.9%+0.9pp |
| Annual return | 8.77% | 18.41%-9.6pp | 20.30%-11.5pp | 26.06%-17.3pp |
| Employer contribution / active EE | $3,333 | $2,291+45.5% | $3,020+10.3% | $2,596+28.4% |
| Participant deferral / active EE | $1,703 | $4,230-59.7% | $5,135-66.8% | $4,274-60.2% |
| Admin fee / account holder | $14,406 | $9,543+51.0% | $12,742+13.1% | $7,775+85.3% |