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 | $58,612 | $60,442-3.0% | $96,754-39.4% | $87,485-33.0% |
| Participation rate | 55.2% | 58.7%-3.5pp | 70.3%-15.1pp | 68.9%-13.8pp |
| Annual return | 13.25% | 21.97%-8.7pp | 82.04%-68.8pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $27 | $3,280-99.2% | $4,758-99.4% | $4,274-99.4% |
| Admin fee / account holder | $11,319 | $5,069+123.3% | $8,905+27.1% | $7,775+45.6% |