Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,208 | $78,690-78.1% | $161,489-89.3% | $87,485-80.3% |
| Participation rate | 10.9% | 67.5%-56.6pp | 78.7%-67.8pp | 68.9%-58.0pp |
| Annual return | 12.31% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $635 | $2,588-75.5% | $4,268-85.1% | $2,596-75.6% |
| Participant deferral / active EE | $698 | $3,311-78.9% | $5,630-87.6% | $4,274-83.7% |
| Admin fee / account holder | $16,075 | $6,724+139.1% | $16,006+0.4% | $7,775+106.8% |