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 | $152,302 | $81,208+87.5% | $98,920+54.0% | $79,852+90.7% |
| Participation rate | 40.0% | 72.5%-32.5pp | 76.0%-36.0pp | 69.6%-29.6pp |
| Annual return | 7.39% | 60.99%-53.6pp | 196.47%-189.1pp | 31.72%-24.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,119 | $3,265-65.7% | $4,245-73.6% | $3,740-70.1% |
| Admin fee / account holder | $11,888 | $6,013+97.7% | $6,643+79.0% | $5,306+124.0% |