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 | $17,674 | $51,638-65.8% | $68,368-74.1% | $82,448-78.6% |
| Participation rate | 61.0% | 63.6%-2.6pp | 73.8%-12.8pp | 68.1%-7.1pp |
| Annual return | 13.40% | 37.53%-24.1pp | 292.57%-279.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,214 | $2,047-40.7% | $2,649-54.2% | $2,551-52.4% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,235 | $4,643-51.9% | $5,150-56.6% | $7,234-69.1% |