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 | $20,291 | $95,601-78.8% | $77,183-73.7% | $139,456-85.5% |
| Participation rate | 37.5% | 74.0%-36.5pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 7.37% | 54.96%-47.6pp | 37.89%-30.5pp | 373.45%-366.1pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $230 | $4,623-95.0% | $3,833-94.0% | $6,711-96.6% |
| Admin fee / account holder | $1,807 | $8,302-78.2% | $5,475-67.0% | $11,407-84.2% |