Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $99,228 | $72,486+36.9% | $87,103+13.9% | $72,976+36.0% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.9%-11.5pp | 69.5%-4.1pp |
| Annual return | 3.12% | 24.46%-21.3pp | 28.19%-25.1pp | 81.02%-77.9pp |
| Employer contribution / active EE | $8,799 | $1,894+364.6% | $2,521+249.0% | $2,440+260.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,490 | $5,055+28.4% | $7,491-13.4% | $5,124+26.7% |