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 | $22,030 | $75,832-70.9% | $147,617-85.1% | $59,633-63.1% |
| Participation rate | 30.3% | 71.6%-41.3pp | 84.6%-54.3pp | 68.7%-38.4pp |
| Annual return | -4.10% | 0.37%-4.5pp | 61.98%-66.1pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $359 | $3,131-88.5% | $4,895-92.7% | $3,192-88.8% |
| Admin fee / account holder | $509 | $5,986-91.5% | $11,612-95.6% | $4,297-88.2% |