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 | $86,871 | $213,785-59.4% | $185,441-53.2% | $155,188-44.0% |
| Participation rate | 8.7% | 83.2%-74.5pp | 80.3%-71.6pp | 80.8%-72.1pp |
| Annual return | 6.64% | 19.97%-13.3pp | 20.16%-13.5pp | 148.84%-142.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $138 | $6,864-98.0% | $6,152-97.8% | $6,531-97.9% |
| Admin fee / account holder | $17,006 | $21,134-19.5% | $17,890-4.9% | $14,480+17.4% |