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 | $76,861 | $85,515-10.1% | $112,040-31.4% | $67,986+13.1% |
| Participation rate | 59.3% | 68.2%-8.9pp | 76.5%-17.2pp | 57.2%+2.1pp |
| Annual return | 11.09% | 29.68%-18.6pp | 24.52%-13.4pp | 31.67%-20.6pp |
| Employer contribution / active EE | $843 | $2,191-61.5% | $2,954-71.5% | $2,019-58.2% |
| Participant deferral / active EE | $1,466 | $4,014-63.5% | $5,098-71.2% | $3,358-56.3% |
| Admin fee / account holder | $13,425 | $3,774+255.8% | $12,098+11.0% | $3,203+319.1% |