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 | $68,828 | $80,992-15.0% | $96,534-28.7% | $75,173-8.4% |
| Participation rate | 35.9% | 71.8%-35.9pp | 76.0%-40.1pp | 67.2%-31.3pp |
| Annual return | 0.66% | 27.05%-26.4pp | 25.88%-25.2pp | 160.72%-160.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,610 | $3,929-59.0% | $4,851-66.8% | $4,126-61.0% |
| Admin fee / account holder | $1,287 | $6,717-80.8% | $8,253-84.4% | $5,651-77.2% |