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.
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 | $25,780 | $90,606-71.5% | $79,466-67.6% | $135,379-81.0% |
| Participation rate | 19.0% | 76.0%-57.0pp | 73.3%-54.3pp | 82.6%-63.6pp |
| Annual return | -14.69% | 977.69%-992.4pp | 718.28%-733.0pp | 519.79%-534.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,492 | $4,050-38.5% | $3,704-32.7% | $5,609-55.6% |
| Admin fee / account holder | $1,609 | $5,895-72.7% | $5,104-68.5% | $10,828-85.1% |