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 | $39,624 | $59,186-33.1% | $76,768-48.4% | $56,287-29.6% |
| Participation rate | 52.5% | 75.2%-22.7pp | 77.0%-24.5pp | 69.9%-17.4pp |
| Annual return | -7.10% | 6.62%-13.7pp | 2.43%-9.5pp | -9.96%+2.9pp |
| Employer contribution / active EE | $803 | $1,759-54.4% | $2,485-67.7% | $2,111-62.0% |
| Participant deferral / active EE | $1,300 | $3,255-60.1% | $3,852-66.2% | $3,350-61.2% |
| Admin fee / account holder | $2,722 | $489+456.6% | $6,675-59.2% | $521+422.6% |