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 | $43,112 | $94,031-54.2% | $115,768-62.8% | $82,448-47.7% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.4%-7.7pp | 68.1%-1.4pp |
| Annual return | 11.65% | 20.61%-9.0pp | 100.46%-88.8pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,516 | $3,972-61.8% | $4,917-69.2% | $4,139-63.4% |
| Admin fee / account holder | $10,372 | $10,249+1.2% | $12,439-16.6% | $7,234+43.4% |