Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,353 | $104,937-25.3% | $84,628-7.4% | $152,897-48.8% |
| Participation rate | 14.3% | 74.8%-60.5pp | 68.2%-54.0pp | 82.5%-68.2pp |
| Annual return | 4.80% | 373.88%-369.1pp | 258.80%-254.0pp | 345.43%-340.6pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $571 | $4,690-87.8% | $3,900-85.3% | $5,851-90.2% |
| Admin fee / account holder | $811 | $6,243-87.0% | $4,914-83.5% | $11,599-93.0% |