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 | $16,447 | $86,050-80.9% | $189,758-91.3% | $94,015-82.5% |
| Participation rate | 12.7% | 68.9%-56.2pp | 79.8%-67.1pp | 70.8%-58.1pp |
| Annual return | 2.38% | 17.77%-15.4pp | 52.62%-50.2pp | 17.84%-15.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $882 | $3,349-73.7% | $5,856-84.9% | $4,249-79.2% |
| Admin fee / account holder | $28,051 | $6,627+323.3% | $20,388+37.6% | $8,951+213.4% |