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 | $23,316 | $75,959-69.3% | $154,114-84.9% | $64,181-63.7% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -9.30% | 30.32%-39.6pp | 735.16%-744.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $481 | $3,350-85.6% | $5,298-90.9% | $2,381-79.8% |
| Participant deferral / active EE | $806 | $3,175-74.6% | $5,081-84.1% | $3,470-76.8% |
| Admin fee / account holder | $490 | $5,589-91.2% | $13,411-96.3% | $4,887-90.0% |