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 | $18,750 | $91,198-79.4% | $178,503-89.5% | $79,856-76.5% |
| Participation rate | 19.4% | 69.2%-49.8pp | 81.9%-62.5pp | 69.6%-50.2pp |
| Annual return | 9.60% | 24.20%-14.6pp | 151.12%-141.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $621 | $3,237-80.8% | $5,202-88.1% | $3,741-83.4% |
| Admin fee / account holder | $4,520 | $6,748-33.0% | $13,987-67.7% | $5,306-14.8% |