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 | $15,573 | $84,551-81.6% | $61,452-74.7% | $134,532-88.4% |
| Participation rate | 26.7% | 62.2%-35.5pp | 52.6%-25.9pp | 81.2%-54.6pp |
| Annual return | -25.08% | 585.39%-610.5pp | 338.96%-364.0pp | 418.27%-443.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $455 | $2,818-83.9% | $2,125-78.6% | $6,401-92.9% |
| Admin fee / account holder | $1,292 | $2,587-50.1% | $2,131-39.4% | $11,429-88.7% |