Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Employer 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 | $6,689 | $109,908-93.9% | $97,161-93.1% | $145,978-95.4% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | -62.32% | 243.80%-306.1pp | 75.36%-137.7pp | 550.52%-612.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,316 | $4,679+56.4% | $4,265+71.5% | $6,690+9.4% |
| Admin fee / account holder | $4,445 | $6,213-28.5% | $5,647-21.3% | $13,400-66.8% |