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 | $96,351 | $121,719-20.8% | $210,053-54.1% | $116,462-17.3% |
| Participation rate | 61.5% | 76.0%-14.5pp | 80.8%-19.2pp | 74.7%-13.2pp |
| Annual return | 8.48% | 14.29%-5.8pp | 232.76%-224.3pp | 15.65%-7.2pp |
| Employer contribution / active EE | $0 | $2,386-100.0% | $4,521-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $1,363 | $3,917-65.2% | $4,238-67.8% | $3,836-64.5% |
| Admin fee / account holder | $25,782 | $13,730+87.8% | $16,990+51.8% | $12,754+102.1% |