Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,251 | $100,970-87.9% | $96,576-87.3% | $137,256-91.1% |
| Participation rate | 69.2% | 82.6%-13.4pp | 81.4%-12.2pp | 80.0%-10.7pp |
| Annual return | 10.77% | 38.16%-27.4pp | 38.47%-27.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $188 | $3,809-95.1% | $3,553-94.7% | $4,156-95.5% |
| Participant deferral / active EE | $505 | $8,286-93.9% | $7,956-93.6% | $6,407-92.1% |
| Admin fee / account holder | $5,841 | $11,312-48.4% | $11,381-48.7% | $12,270-52.4% |