Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,288 | $29,733+8.6% | $56,025-42.4% | $80,959-60.1% |
| Participation rate | 3.1% | 41.7%-38.6pp | 52.5%-49.4pp | 67.7%-64.5pp |
| Annual return | -25.13% | 35.28%-60.4pp | 1712.69%-1737.8pp | 35.67%-60.8pp |
| Employer contribution / active EE | $80 | $672-88.0% | $1,042-92.3% | $2,757-97.1% |
| Participant deferral / active EE | $406 | $1,229-66.9% | $1,955-79.2% | $4,300-90.6% |
| Admin fee / account holder | $5,096 | $2,434+109.4% | $2,828+80.2% | $6,925-26.4% |