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 | $27,133 | $71,872-62.2% | $86,691-68.7% | $68,495-60.4% |
| Participation rate | 19.1% | 72.2%-53.1pp | 76.6%-57.4pp | 67.9%-48.7pp |
| Annual return | -24.20% | 3.53%-27.7pp | 35.94%-60.1pp | -7.84%-16.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $390 | $3,779-89.7% | $4,656-91.6% | $4,028-90.3% |
| Admin fee / account holder | $776 | $6,112-87.3% | $7,492-89.6% | $5,403-85.6% |