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 | $79,164 | $79,1690% | $100,415-21.2% | $74,478+6.3% |
| Participation rate | 45.3% | 79.4%-34.2pp | 81.5%-36.3pp | 67.2%-22.0pp |
| Annual return | 11.00% | 20.51%-9.5pp | 49.47%-38.5pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,611 | $7,751-66.3% | $8,091-67.7% | $4,350-40.0% |
| Admin fee / account holder | $5,051 | $1,337+277.7% | $7,906-36.1% | $1,946+159.6% |