Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,561 | $124,346-60.9% | $111,306-56.4% | $167,553-71.0% |
| Participation rate | 41.7% | 79.6%-38.0pp | 77.3%-35.7pp | 82.1%-40.4pp |
| Annual return | 6.06% | 37.46%-31.4pp | 54.67%-48.6pp | 478.89%-472.8pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $917 | $5,182-82.3% | $4,488-79.6% | $6,343-85.5% |
| Admin fee / account holder | $1,399 | $10,623-86.8% | $7,966-82.4% | $12,316-88.6% |