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 | $34,963 | $79,223-55.9% | $102,460-65.9% | $74,478-53.1% |
| Participation rate | 55.5% | 74.8%-19.3pp | 76.5%-21.1pp | 67.2%-11.8pp |
| Annual return | 9.99% | 54.98%-45.0pp | 29.47%-19.5pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,886 | $4,417-57.3% | $5,056-62.7% | $4,350-56.6% |
| Admin fee / account holder | $704 | $2,003-64.9% | $9,460-92.6% | $1,946-63.8% |