Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,873 | $62,544-57.0% | $129,295-79.2% | $199,768-86.5% |
| Participation rate | 1.3% | 56.8%-55.5pp | 69.6%-68.3pp | 72.0%-70.7pp |
| Annual return | 11.63% | 16.95%-5.3pp | 9429.28%-9417.6pp | 34.26%-22.6pp |
| Employer contribution / active EE | $0 | $2,394-100.0% | $4,157-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $56 | $3,123-98.2% | $4,169-98.7% | $5,090-98.9% |
| Admin fee / account holder | $1,254 | $167+651.5% | $7,665-83.6% | $269+366.3% |