Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $145,486 | $110,137+32.1% | $161,149-9.7% | $82,637+76.1% |
| Participation rate | 25.0% | 72.4%-47.4pp | 78.8%-53.8pp | 68.1%-43.1pp |
| Annual return | 11.16% | 20.69%-9.5pp | 21.16%-10.0pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $674 | $4,575-85.3% | $6,153-89.0% | $4,126-83.7% |
| Admin fee / account holder | $60,881 | $9,467+543.1% | $15,194+300.7% | $7,339+729.6% |