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 | $17,753 | $55,437-68.0% | $155,534-88.6% | $74,459-76.2% |
| Participation rate | 5.0% | 61.9%-56.9pp | 78.2%-73.2pp | 67.2%-62.2pp |
| Annual return | 7.67% | 269.58%-261.9pp | 64.92%-57.2pp | 1369.70%-1362.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $190 | $2,837-93.3% | $5,630-96.6% | $4,350-95.6% |
| Admin fee / account holder | $8,523 | $1,742+389.2% | $15,900-46.4% | $1,945+338.2% |