Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,799 | $72,012-32.2% | $185,827-73.7% | $79,858-38.9% |
| Participation rate | 28.6% | 65.8%-37.2pp | 78.0%-49.5pp | 69.6%-41.1pp |
| Annual return | 7.80% | 23.12%-15.3pp | 35.96%-28.2pp | 31.72%-23.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $727 | $3,779-80.8% | $5,633-87.1% | $3,740-80.6% |
| Admin fee / account holder | $16,959 | $4,513+275.8% | $9,502+78.5% | $5,306+219.6% |