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 | $16,572 | $53,128-68.8% | $86,582-80.9% | $70,126-76.4% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 9.06% | 27.66%-18.6pp | 965.08%-956.0pp | 73.15%-64.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $43 | $2,695-98.4% | $3,609-98.8% | $3,332-98.7% |
| Admin fee / account holder | $3,156 | $3,584-11.9% | $4,904-35.6% | $4,645-32.1% |