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 | $115,185 | $84,570+36.2% | $85,946+34.0% | $155,188-25.8% |
| Participation rate | 9.1% | 78.8%-69.7pp | 77.2%-68.1pp | 80.8%-71.7pp |
| Annual return | 7.53% | 35.96%-28.4pp | 31.33%-23.8pp | 148.84%-141.3pp |
| Employer contribution / active EE | $0 | $4,651-100.0% | $4,539-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $154 | $5,847-97.4% | $5,465-97.2% | $6,531-97.6% |
| Admin fee / account holder | $108,093 | $12,225+784.2% | $11,250+860.9% | $14,480+646.5% |