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 | $59,110 | $75,058-21.2% | $152,301-61.2% | $64,340-8.1% |
| Participation rate | 11.9% | 60.9%-49.0pp | 82.4%-70.6pp | 55.2%-43.4pp |
| Annual return | 7.66% | 29.93%-22.3pp | 80.50%-72.8pp | 24.14%-16.5pp |
| Employer contribution / active EE | $277 | $2,605-89.4% | $4,624-94.0% | $1,862-85.1% |
| Participant deferral / active EE | $511 | $5,041-89.9% | $8,004-93.6% | $2,980-82.9% |
| Admin fee / account holder | $14,378 | $4,050+255.0% | $14,398-0.1% | $3,703+288.3% |