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 | $9,783 | $100,911-90.3% | $90,440-89.2% | $158,966-93.8% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.7%-37.0pp | 82.0%-46.2pp |
| Annual return | -2.07% | 1726.62%-1728.7pp | 1294.38%-1296.5pp | 302.95%-305.0pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $847 | $4,348-80.5% | $3,964-78.6% | $5,983-85.8% |
| Admin fee / account holder | $4,680 | $6,507-28.1% | $5,615-16.6% | $11,250-58.4% |