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 | $76,131 | $62,592+21.6% | $85,709-11.2% | $85,847-11.3% |
| Participation rate | 22.9% | 61.1%-38.3pp | 69.9%-47.0pp | 69.3%-46.5pp |
| Annual return | 6.80% | 23.77%-17.0pp | 21.49%-14.7pp | 318.61%-311.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $947 | $2,802-66.2% | $3,924-75.9% | $3,952-76.0% |
| Admin fee / account holder | $9,410 | $4,643+102.7% | $6,876+36.9% | $6,261+50.3% |