Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,310 | $45,900-55.8% | $94,057-78.4% | $64,340-68.4% |
| Participation rate | 8.9% | 50.6%-41.7pp | 73.3%-64.4pp | 55.2%-46.3pp |
| Annual return | -39.06% | 50.47%-89.5pp | 480.62%-519.7pp | 24.14%-63.2pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $736 | $2,102-65.0% | $4,709-84.4% | $2,980-75.3% |
| Admin fee / account holder | $3,652 | $3,143+16.2% | $7,244-49.6% | $3,703-1.4% |