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 | $10,119 | $29,667-65.9% | $56,441-82.1% | $80,874-87.5% |
| Participation rate | 16.1% | 41.7%-25.6pp | 52.5%-36.4pp | 67.6%-51.6pp |
| Annual return | 4.60% | 35.22%-30.6pp | 1704.21%-1699.6pp | 35.62%-31.0pp |
| Employer contribution / active EE | $122 | $669-81.7% | $1,039-88.2% | $2,756-95.6% |
| Participant deferral / active EE | $204 | $1,227-83.3% | $1,953-89.5% | $4,297-95.2% |
| Admin fee / account holder | $12,027 | $2,429+395.0% | $2,829+325.1% | $6,935+73.4% |