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 | $43,730-53.6% | $66,674-69.5% | $64,097-68.3% |
| Participation rate | 8.9% | 50.7%-41.8pp | 73.7%-64.7pp | 55.2%-46.3pp |
| Annual return | -39.06% | 53.62%-92.7pp | 321.24%-360.3pp | 34.64%-73.7pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $736 | $2,122-65.3% | $4,084-82.0% | $3,080-76.1% |
| Admin fee / account holder | $3,652 | $2,708+34.9% | $5,098-28.4% | $3,454+5.7% |