Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Participant 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 | $9,387 | $29,319-68.0% | $52,425-82.1% | $82,448-88.6% |
| Participation rate | 8.9% | 46.9%-38.0pp | 55.6%-46.8pp | 68.1%-59.2pp |
| Annual return | -13.24% | 535.20%-548.4pp | 302.12%-315.4pp | 41.64%-54.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $153 | $1,171-86.9% | $1,790-91.5% | $4,139-96.3% |
| Admin fee / account holder | $2,783 | $1,962+41.8% | $2,495+11.5% | $7,234-61.5% |