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 | $43,189 | $226,105-80.9% | $182,540-76.3% | $152,897-71.8% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.0%-50.7pp | 82.5%-55.2pp |
| Annual return | 4.08% | 192.58%-188.5pp | 148.58%-144.5pp | 345.43%-341.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $977 | $6,370-84.7% | $5,525-82.3% | $5,851-83.3% |
| Admin fee / account holder | $7,152 | $10,706-33.2% | $8,593-16.8% | $11,599-38.3% |