Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,111 | $29,051-75.5% | $52,425-86.4% | $67,986-89.5% |
| Participation rate | 5.3% | 30.4%-25.1pp | 55.6%-50.3pp | 57.2%-51.9pp |
| Annual return | 11.79% | 24.00%-12.2pp | 302.12%-290.3pp | 31.67%-19.9pp |
| Employer contribution / active EE | $51 | $412-87.6% | $914-94.4% | $2,019-97.5% |
| Participant deferral / active EE | $71 | $873-91.9% | $1,790-96.0% | $3,358-97.9% |
| Admin fee / account holder | $3,111 | $2,113+47.3% | $2,495+24.7% | $3,203-2.9% |