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 | $113,806 | $110,240+3.2% | $96,544+17.9% | $139,487-18.4% |
| Participation rate | 65.0% | 78.1%-13.1pp | 76.0%-11.0pp | 80.3%-15.3pp |
| Annual return | -7.09% | 26.41%-33.5pp | 25.88%-33.0pp | 373.84%-380.9pp |
| Employer contribution / active EE | $845 | $3,622-76.7% | $2,966-71.5% | $4,755-82.2% |
| Participant deferral / active EE | $1,579 | $5,549-71.5% | $4,851-67.5% | $6,713-76.5% |
| Admin fee / account holder | $5,549 | $11,602-52.2% | $8,254-32.8% | $11,407-51.4% |