Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,385 | $57,073-64.3% | $85,126-76.1% | $80,925-74.8% |
| Participation rate | 42.3% | 56.4%-14.1pp | 67.5%-25.2pp | 67.7%-25.4pp |
| Annual return | 10.43% | 21.69%-11.3pp | 66.63%-56.2pp | 35.65%-25.2pp |
| Employer contribution / active EE | $502 | $1,801-72.1% | $2,731-81.6% | $2,756-81.8% |
| Participant deferral / active EE | $679 | $3,113-78.2% | $4,523-85.0% | $4,299-84.2% |
| Admin fee / account holder | $373 | $4,988-92.5% | $6,160-93.9% | $6,940-94.6% |