Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,856 | $29,716-66.8% | $56,077-82.4% | $80,925-87.8% |
| Participation rate | 2.8% | 41.7%-38.9pp | 52.5%-49.7pp | 67.7%-64.9pp |
| Annual return | 9.27% | 35.30%-26.0pp | 1709.28%-1700.0pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $191 | $1,228-84.4% | $1,954-90.2% | $4,299-95.6% |
| Admin fee / account holder | $4,213 | $2,432+73.2% | $2,825+49.1% | $6,940-39.3% |