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 | $25,723 | $81,696-68.5% | $70,494-63.5% | $158,982-83.8% |
| Participation rate | 54.2% | 77.7%-23.6pp | 75.1%-20.9pp | 82.0%-27.8pp |
| Annual return | 2.68% | 208.70%-206.0pp | 109.16%-106.5pp | 302.99%-300.3pp |
| Employer contribution / active EE | $572 | $3,220-82.2% | $2,738-79.1% | $4,763-88.0% |
| Participant deferral / active EE | $933 | $4,558-79.5% | $3,711-74.8% | $5,983-84.4% |
| Admin fee / account holder | $738 | $6,200-88.1% | $3,848-80.8% | $11,252-93.4% |