Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,678 | $126,519-78.1% | $106,201-73.9% | $145,959-81.0% |
| Participation rate | 42.9% | 77.7%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | -5.16% | 225.10%-230.3pp | 116.26%-121.4pp | 561.95%-567.1pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $137 | $5,716-97.6% | $5,012-97.3% | $6,689-97.9% |
| Admin fee / account holder | $12,308 | $17,312-28.9% | $11,039+11.5% | $13,398-8.1% |