Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,881 | $81,331-87.9% | $155,534-93.6% | $80,935-87.8% |
| Participation rate | 6.3% | 66.3%-60.0pp | 78.2%-72.0pp | 67.7%-61.4pp |
| Annual return | 7.27% | 33.37%-26.1pp | 64.92%-57.6pp | 35.66%-28.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $280 | $3,454-91.9% | $5,630-95.0% | $4,299-93.5% |
| Admin fee / account holder | $1,351 | $7,999-83.1% | $15,900-91.5% | $6,924-80.5% |