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 | $26,506 | $77,638-65.9% | $156,551-83.1% | $62,881-57.8% |
| Participation rate | 47.6% | 71.2%-23.6pp | 84.0%-36.4pp | 69.3%-21.7pp |
| Annual return | 3.09% | 50.33%-47.2pp | 32.23%-29.1pp | 20.14%-17.1pp |
| Employer contribution / active EE | $552 | $3,444-84.0% | $5,501-90.0% | $2,281-75.8% |
| Participant deferral / active EE | $646 | $3,046-78.8% | $4,871-86.7% | $3,203-79.8% |
| Admin fee / account holder | $4,003 | $5,561-28.0% | $13,028-69.3% | $4,296-6.8% |