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 | $38,732 | $102,385-62.2% | $147,080-73.7% | $80,935-52.1% |
| Participation rate | 37.5% | 75.9%-38.4pp | 82.2%-44.7pp | 67.7%-30.2pp |
| Annual return | 9.82% | 135.09%-125.3pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $3,512 | $3,717-5.5% | $4,933-28.8% | $2,757+27.4% |
| Participant deferral / active EE | $297 | $6,651-95.5% | $8,066-96.3% | $4,299-93.1% |
| Admin fee / account holder | $3,221 | $7,951-59.5% | $12,989-75.2% | $6,924-53.5% |