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 | $36,640 | $78,562-53.4% | $105,608-65.3% | $74,429-50.8% |
| Participation rate | 10.6% | 72.8%-62.2pp | 75.3%-64.7pp | 67.2%-56.7pp |
| Annual return | 10.74% | 15.94%-5.2pp | 116.50%-105.8pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $311 | $4,321-92.8% | $5,010-93.8% | $4,348-92.8% |
| Admin fee / account holder | $6,212 | $2,217+180.3% | $11,028-43.7% | $1,944+219.5% |