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 | $47,549 | $102,422-53.6% | $147,117-67.7% | $80,959-41.3% |
| Participation rate | 55.0% | 75.9%-20.9pp | 82.2%-27.2pp | 67.7%-12.7pp |
| Annual return | 9.94% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,429 | $3,717-61.6% | $4,932-71.0% | $2,757-48.2% |
| Participant deferral / active EE | $2,382 | $6,652-64.2% | $8,065-70.5% | $4,300-44.6% |
| Admin fee / account holder | $5,649 | $7,953-29.0% | $12,993-56.5% | $6,925-18.4% |