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 | $44,293 | $110,410-59.9% | $102,437-56.8% | $145,897-69.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.34% | 24.85%-17.5pp | 24.95%-17.6pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,178 | $4,217-72.1% | $3,871-69.6% | $4,663-74.7% |
| Participant deferral / active EE | $1,178 | $5,622-79.0% | $5,060-76.7% | $6,689-82.4% |
| Admin fee / account holder | $1,982 | $9,745-79.7% | $8,388-76.4% | $13,390-85.2% |