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 | $15,587 | $75,962-79.5% | $154,111-89.9% | $64,173-75.7% |
| Participation rate | 25.6% | 70.4%-44.8pp | 83.0%-57.4pp | 69.6%-43.9pp |
| Annual return | -19.54% | 30.32%-49.9pp | 735.18%-754.7pp | 7.63%-27.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,382 | $3,175-56.5% | $5,081-72.8% | $3,470-60.2% |
| Admin fee / account holder | $1,527 | $5,589-72.7% | $13,411-88.6% | $4,887-68.8% |