Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,495 | $99,644-82.4% | $86,438-79.8% | $134,532-87.0% |
| Participation rate | 37.5% | 82.1%-44.6pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -20.92% | 6787.26%-6808.2pp | 4397.19%-4418.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $872 | $4,402-80.2% | $3,769-76.9% | $4,741-81.6% |
| Participant deferral / active EE | $1,091 | $7,247-85.0% | $6,952-84.3% | $6,401-83.0% |
| Admin fee / account holder | $839 | $8,375-90.0% | $6,733-87.5% | $11,429-92.7% |