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 | $17,648 | $55,423-68.2% | $155,602-88.7% | $74,400-76.3% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 8.03% | 269.07%-261.0pp | 64.81%-56.8pp | 1367.51%-1359.5pp |
| Employer contribution / active EE | $428 | $2,266-81.1% | $4,675-90.8% | $2,624-83.7% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2,031 | $1,744+16.4% | $15,923-87.2% | $1,944+4.5% |