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 | $37,082 | $106,749-65.3% | $145,433-74.5% | $82,448-55.0% |
| Participation rate | 14.6% | 75.6%-61.0pp | 82.1%-67.5pp | 68.1%-53.4pp |
| Annual return | 14.14% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $723 | $6,519-88.9% | $7,897-90.9% | $4,139-82.5% |
| Admin fee / account holder | $6,804 | $8,390-18.9% | $13,129-48.2% | $7,234-5.9% |