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 | $31,253 | $73,532-57.5% | $178,540-82.5% | $74,459-58.0% |
| Participation rate | 34.3% | 66.6%-32.3pp | 77.1%-42.8pp | 67.2%-32.9pp |
| Annual return | 10.14% | 17.51%-7.4pp | 27.15%-17.0pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,539 | $4,519-65.9% | $6,281-75.5% | $4,350-64.6% |
| Admin fee / account holder | $3,610 | $1,813+99.2% | $10,424-65.4% | $1,945+85.6% |