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 | $46,587 | $73,988-37.0% | $96,538-51.7% | $75,177-38.0% |
| Participation rate | 28.9% | 66.4%-37.5pp | 74.3%-45.4pp | 67.2%-38.3pp |
| Annual return | 12.31% | 26.73%-14.4pp | 35.74%-23.4pp | 160.75%-148.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,271 | $3,660-65.3% | $4,880-74.0% | $4,126-69.2% |
| Admin fee / account holder | $16,343 | $5,220+213.1% | $6,737+142.6% | $5,651+189.2% |