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 | $17,795 | $65,434-72.8% | $98,483-81.9% | $85,847-79.3% |
| Participation rate | 11.5% | 65.0%-53.5pp | 73.3%-61.8pp | 69.3%-57.8pp |
| Annual return | 2.45% | 21.75%-19.3pp | 1494.38%-1491.9pp | 318.61%-316.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $226 | $3,168-92.9% | $4,276-94.7% | $3,952-94.3% |
| Admin fee / account holder | $29,536 | $4,595+542.8% | $5,953+396.2% | $6,261+371.8% |