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 | $38,926 | $122,962-68.3% | $71,585-45.6% | $138,895-72.0% |
| Participation rate | 6.3% | 68.9%-62.6pp | 68.2%-61.9pp | 79.9%-73.7pp |
| Annual return | -66.85% | 37.84%-104.7pp | 59.26%-126.1pp | 145.39%-212.2pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,772 | $4,311-58.9% | $2,923-39.4% | $6,396-72.3% |
| Admin fee / account holder | $22,401 | $6,488+245.3% | $4,712+375.4% | $12,562+78.3% |