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 | $181,549 | $99,875+81.8% | $146,866+23.6% | $86,983+108.7% |
| Participation rate | 20.5% | 75.8%-55.4pp | 82.5%-62.1pp | 69.5%-49.1pp |
| Annual return | 9.98% | 28.10%-18.1pp | 102.85%-92.9pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,085 | $3,224-66.4% | $4,425-75.5% | $2,584-58.0% |
| Participant deferral / active EE | $651 | $6,322-89.7% | $7,759-91.6% | $4,194-84.5% |
| Admin fee / account holder | $1,424 | $7,838-81.8% | $13,620-89.5% | $7,856-81.9% |