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 | $40,478 | $100,970-59.9% | $96,576-58.1% | $137,256-70.5% |
| Participation rate | 68.8% | 82.6%-13.9pp | 81.4%-12.7pp | 80.0%-11.2pp |
| Annual return | 7.34% | 38.16%-30.8pp | 38.47%-31.1pp | 220.34%-213.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,448 | $8,286-82.5% | $7,956-81.8% | $6,407-77.4% |
| Admin fee / account holder | $1,746 | $11,312-84.6% | $11,381-84.7% | $12,270-85.8% |